Tagged retirement-planning
Press Release
Financial Education Seminars Making a Comeback - New Research From Advisorist and NAFA
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 More
Press Release
Safe Money Broadcasting Acquires Independent Consumer Financial Education Website
Introducing 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 More
Press Release
Retire Now America Partners With Transition Advisor Group
Retire 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 More
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One-Size-Fits-All Claiming Strategies Don't Work for Social Security
William 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 More
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New Software Aims to Fill the Gap in Retirement Advice and Is Designated 2016 Finalist for the WealthManagement.com Industry Awards
Income 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 More
Press Release
Local Financial Advisor Receives Advanced Training From America's IRA Experts at Ed Slott and Company, LLC
2-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 More
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Stewardship Matters, Inc. Implements Award-Winning Risk Engineering Technology to Drive Client Success
Investors 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 Read More
Press Release
Planners From Toronto and Vancouver Win Distinguished Global Financial Planning Awards
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 More
Press Release
Risk Profiling Research Project
The 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 More
Press Release
The PlanPlus 3rd Annual Global Financial Planning Awards Open on April 1st
The 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 More
Press Release
Happy Birthday IRAs: The Individual Retirement Account Celebrates its 40th Year January 1, 2015
Jan. 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 More
Press Release
Safemoney.com Offers Updated Guide To Help Retirement Investors Understand Annuities, Income Benefit Riders
University 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 More
Press Release
San Diego Reverse Mortgage Market Poised For Growth
San 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 More
Press Release
Legacy Reverse Mortgage Lenders to Provide Reverse Mortgages Regardless of Government Shut Down
Reverse 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 More
Press Release
Retirement Planning Expert Thom Garlock And Brian Tracy Create Retirement Planning Course
Thom 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 More
Press Release
CoPilot Financial Announces 'Flight Plan' Financial Planning Process
San 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 More
Press Release
Life Insurance Doesn't Require Murder To Get Paid $500,000 in Cash
Husband 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 More
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