• Court Overturns Obama Rule Protecting Investors Saving for Retirement

• • 401(k) Plans
  • 529 Plans
  • Asset Protection
  • Clay County
  • Duval County
  • Elder Financial Abuse
  • Elder Law
  • Elderly
  • Estate Planning
  • Financial Abuse
  • Financial Industries Regulation Authority
  • Green Cove Springs
  • Jacksonville
  • North Florida
  • Orange Park
  • Retirement Plans
  • Retirement Savings
  • Seniors
  • St. Augustine
  • St. Johns County
• 6 years ago
• A U.S. court of appeal has struck down a Department of Labor (DOL) rule that was intended to prevent financial advisers from steering their clients to bad retirement investments, but the Securities and Exchange Commission (SEC) has proposed new regulations to at least partially address the same prob... [read more]

• New Brokerage Account Safeguards Aim to Protect Seniors from Financial Scams

• • Brokerage Accounts
  • Clay County
  • Duval County
  • Elder Abuse
  • Elder Financial Abuse
  • Elder Law
  • Estate Planning
  • Financial Abuse
  • Financial Industries Regulation Authority
  • Financial Scams
  • Green Cove Springs
  • Jacksonville
  • North Florida
  • Orange Park
  • Securities Helpline for Seniors
  • Senior Abuse
  • Senior Scams
  • St. Augustine
  • St. Johns County
• 6 years ago
• New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices. As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to emp... [read more]