MLR

Monthly Archives: June 2017

Trying to live by the rules can be challenging, especially when it comes to your finances. Do you save for retirement or buy your dream home? Choices are important and decisions are hard. When it comes to your finances, here are some of the important rules to follow.

At Maxwell Locke & Ritter, our Family Office service line goes beyond traditional accounting and tax needs by offering individual clients a blend of services tailored to care for their family’s financial well­-being.  The strength of this service comes from our dedicated team with years of experience in bookkeeping, tax planning, estate planning, succession planning, portfolio accounting and all the services needed to manage a family’s finances.

Our affiliate, ML&R Wealth Management, is celebrating their 20 year anniversary in 2017.  For the next 20 years and beyond, they want to continue to be a trusted advisor for their clients and with that in mind, they are pleased to announce the launch of their new website.

As you may have heard in the news, components of the Department of Labor’s fiduciary rule finally went into effect on June 9th. You can add the date as the latest significant date to the running timeline for the Department of Labor’s fiduciary rule