Educational content only — not personalized financial, legal, or tax advice. Learn more
Reference

Reference

Plain-English definitions for the terms you'll encounter on your financial journey.

F
Fiduciary📜 Estate Planning

A person or institution legally obligated to act in the best interest of another party, such as an executor or manager.

Fiduciary Duty🏖️ Retirement

The legal and ethical obligation of a retirement advisor or plan administrator to act solely in the best interest of the plan participants.