Michael J. Schussele, C.P.A. The Pursuit of Financial Happiness ®
M.A., Registered Investment Advisor, Fiduciary, Fee-Only
Under Illinois Law
((215 ILCS 5/500-15)) it is a Class 4 Felony to give insurance advice/analysis without an insurance license whether one sells or not. An Investment Advisor Representative, whether fee-only or not, has a direct fiduciary duty to provide such an analysis and/or advice in retirement, financial, and estate planning and such advice is not incidental. Beware if any fiduciary and/or fee-only advisor tells you otherwise. You should report them to the Illinois Department of Insurance, the appropriate State's Attorney, and the Illinois Attorney General.
My professional publications and blogs can be found at The Pursuit of Financial Happiness ™.
This list is not complete, only suggested sources. Double check accuracy as some, like Yahoo, have a history of not quite right information.