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Georgia Advisor Gets 20 Years For $388 Million Ponzi Scheme
A financial planner in Georgia was sentenced to 20 years in prison without parole for operating what was probably the largest Ponzi scheme in Georgia history, according to the FBI and the U.S. Attorney’s Office for the Northern District of Georgia. Todd Burkhalter, 55, a resident of St. Petersburg, Fla., and founder and…
Retirement Travel Survey: Financially Confident Retirees Worry About Time, Not Money
Retirement travel is often treated as a financial question: Can I afford it? Our retirement travel survey suggests that for many people, it is not a money question. It’s primarily about time. We found that travel isn’t just another retirement expense. It’s one of the primary reasons people save for retirement at all. Turning that…
Reader Case Study: Stationed in Japan with the US Marine Corps, Hoping to FIRE
Kat and her husband Jay live in the Okinawa Prefecture of Japan where Jay is stationed as a Captain in the U.S. Marine Corps. They are childfree by choice and have an adorable dog named Sadie. Although they’re just 29, they’ve been diligently saving, investing and planning for the date when Jay gets out of…
Plan Fiduciary Had Alleged Affair With Adviser, Now Faces ERISA Charges
A federal judge in Atlanta allowed three ERISA claims to move forward accusing a former retirement plan fiduciary of breaching her duties, while dismissing a separate request for equitable relief that sought to affect ongoing divorce proceedings. U.S. District Judge Sarah Geraghty granted and denied parts of defendant Jan Watkins’ motion to dismiss, ruling that…
What to Do When Too Much of Your Net Worth Is in One Stock
When your company goes public, one stock can suddenly take up more room in your financial portfolio than you intended. If your company’s value increases, and your net worth alongside it, it can feel rewarding that the decision to work for your company paid off. But the opposite can also be true, making one question…
Advisory M&A News – 7/15/2026
LPL Financial Adds Buell Wealth Management LPL Financial LLC added Buell Wealth Management to LPL Financial’s broker/dealer and registered investment adviser platform. Formerly part of Buell Securities Corp., the team reported serving $370 million in advisory, brokerage and retirement plan assets. Based in Glastonbury, Connecticut, Buell Wealth Management is led by CEO Chris Berris, who…
