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Posts Tagged ‘Financial Future’

Fiduciary vs. Broker – What’s the difference?

Retirement, Holistic Planning, Retirement Planning, 401(k), Annuities, Investing, Financial Services, Financial Future, Savings Account, Retirement Savings, Lisa Barram, Retirement Prosperity Group, Daniel Barram, Fiduciary

In the past few months, we have seen a rise in use of popular “designations” with the word Fiduciary in the title and I realize this may lead you to believe that someone who calls themselves, for example, an “Accredited Investment Fiduciary” is, in fact, acting as a Fiduciary, but that is not necessarily the case.    Unfortunately, this designation does…

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