Friday, February 23, 2024
Tags Retirement planning

Tag: retirement planning

Asset Defense Team and Vast Solutions Group Do Joint Venture

SEATTLE, Wash., Jan. 11, 2023 (SEND2PRESS NEWSWIRE) -- Asset Defense Team and Vast Solutions Group, Inc. (VastSolutionsGroup.com) are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The advanced platform is called "Einstein" and is currently in Beta 1.0.

Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation

ATLANTA, Ga., Jan. 5, 2023 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors.

Southwestern Investment Group Celebrates 20th Anniversary

FRANKLIN, Tenn., March 16, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill

ATLANTA, Ga., May 19, 2021 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans.

Fairport Wealth Announces 2021 Community Beacon Recipient

CLEVELAND, Ohio, Feb. 25, 2021 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient.

Tubbergen reports Recently Passed COVID Relief Bill May Threaten Your Retirement

GRAND RAPIDS, Mich., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) -- Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.

PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm

JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

Gary W. Hansen Earns Retirement Income Certified Professional (RICP) Designation

LOVELAND, Colo., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) -- Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services.

Peter Grandich and Company Teams with Major CPA Firm

SPRING LAKE, N.J., July 10, 2019 (SEND2PRESS NEWSWIRE) -- Trinity Financial, Sports & Entertainment Management Company, a division of Peter Grandich and Company, announced today that it has teamed with the Sports & Entertainment Division of one of the largest CPA firms in the Tri-State Region, WithumSmith+Brown, PC ("Withum").
Conte Wealth Advisors

Conte Wealth Advisors Opens Office in Tampa, adds Florida advisor, Robert Seaman

TAMPA, Fla. /Florida Newswire/ -- Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

Chartered Retirement Planning Counselor shares how to engage your grown kids about preparations for their own retirement

WASHINGTON, D.C., Aug. 20, 2018 (SEND2PRESS NEWSWIRE) -- In his compact new book, "Parent's Guide to Your Child's Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children" (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your adult children to have positive, engaging and thoughtful conversations regarding their future retirement.

It’s Tax Time, and Millions Could Miss Sizeable Deductions for Long-Term Care Insurance, ACSIA Partners Says

KIRKLAND, Wash., March 16, 2017 (SEND2PRESS NEWSWIRE) -- If you're considering long-term care insurance, or already have a policy, "Tax time is a good time to look for help from Uncle Sam," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. "And the help you get could be more than negligible."

Shopping for Long Term Care Insurance Easy — Plans Affordable

CHICAGO, Ill., July 15, 2016 (SEND2PRESS NEWSWIRE) -- More people than ever are looking at ways to safeguard their future retirement income from the financial costs and burdens of Long Term Health Care, says Matt McCann, a nationally known expert on Long Term Care Planning. These costs can have a dramatic impact on a person's 401(k), 403(b), IRA and other assets.

Tax Tip from ACSIA Partners: 2016 Deductions Make Long-Term Care Insurance More Affordable for Many

KIRKLAND, Wash., March 17, 2016 (SEND2PRESSS NEWSWIRE) -- If you're in the market for long-term care insurance, you may be suffering from sticker shock. 'The cost may seem out of reach,' says Denise Gott. 'Many people feel this way, so they put off protecting themselves. That's a shame, because in their case, Uncle Sam may pick up part of the tab.' Gott is CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies.

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