No. 1 Best-Selling Author Jeremiah Desmarais to Participate in the September NAFA Webinar and Share Latest Research on How Digital Marketing and Educational Venues are Engaging Highly Qualified Annuity Buyers and Attracting Them to Financial Seminars
Read MoreIntroducing the first-ever, completely independent platform to educate consumers about guaranteed retirement and insurance solutions. SafeMoney.com lets advisors promote themselves, enhance credibility with national branding, and enjoy a full-service client education program with no business requirements to any financial company.
Read MoreRetire Now America, the country's premier resource for retirement information, is pleased to announce their partnership with Transition Advisor Group, a Pennsylvania-based firm that works with individuals on preparing for retirement to maximize their finances throughout their semi-retired and non-working years
Read MoreWilliam Reichenstein, PhD, CFA, principal of Social Security Solutions, Inc., provided testimony to the United States Senate's Special Committee on Aging about smart Social Security claiming decisions for American couples.
Read MoreIncome Solver has been named a finalist in the Innovation category of the awards based on the software's ground-breaking approach to withdrawal strategies for retirement income.
Read More2-Day Biannual Workshop Held for Members of Ed Slott's Master Elite IRA Advisor GroupSM to Train on Latest Retirement Account Planning Strategies, New Tax Laws and Guidelines for New DOL Fiduciary Rule
Read MoreInvestors no longer have an excuse for not understanding investment risk. This fast and free online tool to provide unparalleled accuracy on what acceptable levels of risk and reward are right for you.
Wizard of Oz video
https://youtu.be/eaTbqjRDmSo
Jason Pereira, MBA, CFA, CFP®, FCSI, CIWM, PFP, FMA, a senior financial consultant for Woodgate Financial, IPC Investment Corporation in Toronto was recently selected as the Americas region first place winner of the 2015 Global Financial Planning Awards. Jason will receive an all-expenses paid trip to the Financial Planning Association's (FPA) annual conference to be held in Boston, MA, USA.
Read MoreThe Investor Advisory Panel, the independent committee established by the Ontario Securities Commission, selected PlanPlus Inc. to carry out independent and objective research regarding investor risk tolerance assessment practices that identifies current approaches in Canada and compares them with international best practices and approaches.
Read MoreThe third annual PlanPlus Global Financial Planning Awards are set to open on April 1st. The competition brings global recognition to three financial planners from around the word, rewarding them for excellence in financial planning.
Read MoreJan. 1, 2015 marks the 40th anniversary of Individual Retirement Accounts (IRAs) in the U.S. IRAs have proven to serve as a vehicle to give Americans more control over their retirement savings and have become the ultimate retirement savings vehicle.
Read MoreUniversity studies find annuities are feared by many investors, and suggest consulting with an independent financial advisor. Learn more about the benefits of annuities in a free guide at safemoney.com.
Read MoreSan Diego, with its idyllic coastline, laid back lifestyle and mild climate attracts many current and future retirees. Legacy Reverse Mortgage predicts the number of retirees utilizing the reverse mortgage program to continue to grow.
Read MoreReverse mortgage lenders at Legacy Reverse Mortgage's in San Diego, CA will continue working hard for HECM program participants, as to not be affected by the current government shutdown.
Read MoreThom Garlock, Founder and CEO of IRAassets.com, has partnered with legendary author, speaker and business advisor Brian Tracy in the creation of a new educational course focused on real estate investing with Self-Directed Retirement Plans.
Read MoreSan Jose-based CoPilot Financial, a privately-held financial services firm focused on helping young families build wealth and reach their goals, today announced their 'Flight Plan' approach to financial planning.
Read MoreHusband has just been accused of trying to murder his wife to receive roughly $250,000 from life insurance. Unfortunately this gentleman didn't know the ultra rich secrets of life insurance policies that pay you monthly while still alive and well.
Read MoreBaby boomers are finding that their investments have been diminishing due to inflation. Creative life insurance policies, which pay policy holders month after month are now being offered to recover one's lost investment.
Read MoreParticipate in a series of FREE financial educational events designed exclusively for people who want to grow their retirement fund within one year. Instead of watching your account shrink watch it grow!
Read MoreNewly released financial book, Moneylicious, takes on the tough subjects of financial planning, how to invest and maintain good credit and presents workable solutions specifically for Generation Y. A must read for all young adults and anyone wanting
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