Interview with Scott Halliwell of USAA

Jester Financial had a recent interview with Scott Halliwell, Media Spokesman for Personal Financial Advice at USAA on “Eyes and Ears Wide Open” which can be heard on WSMN 1590 AM, Nashua NH’s Source for News & Talk Radio. The conversation quickly turned to health care costs and what USAA is doing to help its […]

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From the Fiduciary Rule to the myRA to the Government regulating Employer Retirement Plans

In the past 6 months the federal government has already expanded the fiduciary rule, which states that a person controlling another person’s assets must place that person’s needs before them, along with designing the myRA, a retirement account for individuals that do not have access to an Employer Retirement Plan, i.e. a 401(k).

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