Monthly Archives August 2016

Helpful Resources for the Department of Labor (DOL) Ruling

As part of Shurwest’s mission, we have assembled links to educational resources regarding the Department of Labor’s final fiduciary rule. These links are provided solely to keep information flowing to our advisors. The financial industry is still endeavoring to understand and comply with the DOL rule, and this information should not be construed as legal advice of any kind. The DOL Rule is on a “phased-implementation” schedule ending January 1, 2018. ….. The “DOL Fiduciary Rule FAQ for Advisors” is a robust, frequently-asked-questions section about the DOL rule developed specifically for advisors and placed by the Insured Retirement Institute on their
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Categories: Blog Posts.

Facts about Retirement from Shurwest. Topic: Pensions.

The shift from our rural, agrarian economy to a full-fledged Industrial Revolution began in the mid-1800s and was accelerating rapidly by the turn of the 20th century in the United States. In the beginning of our nation’s history, homesteaders or farmers might make money or barter when they produced more than they consumed. Retirement wasn’t an option…or even a concept. Most people worked the land their entire lives and had large families with lots of children to help out. With increasing populations flocking to cities to work for companies and factories—usually for one company their entire life—compensation and retirement became
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Categories: Blog Posts.