by John Rudy | Apr 19, 2019 | Financial
I got the following note 9/30/2018 from my lawyer Eckel, Hoag, Morgan & O’Connor: “The fiduciary rule, a regulation that required financial advisers to put their clients’ interests ahead of their own, is now dead. Registered Investment Advisers are already...
by John Rudy | May 6, 2017 | Financial
Many of our members have noted that they are being asked to identify themselves to Prudential for life insurance policies they received upon retirement. Some are confused that Prudential seems not to have the beneficiaries that were apparently identified upon...
by John Rudy | Feb 8, 2016 | Financial, Other
URGENT: The United States Office of Personnel Management suffered a cyber intrusion. This information is being supplied to its employees who were hacked and who received a letter from OPM. Last week I received a letter from the US Office of Personnel Management. It...
by John Rudy | Nov 1, 2015 | Financial
[vc_row full_width=”” parallax=”” parallax_image=””][vc_column width=”1/1″][vc_column_text]As I have recommended in the past, it is really important to purchase Travel Insurance when taking an expensive trip. We are,...
by John Rudy | Sep 7, 2015 | Financial, Other
Now that we have more time available, many of us are doing more traveling. And that brings up the issue of Travel Insurance and similar protections. I used to always take it out but when our parents passed I figured it wasn’t necessary and omitted getting it. WRONG !!...
by John Rudy | Sep 7, 2015 | Financial, Other
Some years ago a friend suddenly passed away. Both he and his spouse were unprepared for this and they had not recorded the large amount of information needed for her to move ahead with her life. This prodded me to develop a document called “When I Die”. I...
