Category Retirement and Estate Planning

Alliance of Comprehensive Planners Announces New Options for Becoming an ACP Member
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Alliance of Comprehensive Planners Announces New Options for Becoming an ACP Member

Virtual training modules and new member coaching sessions available through special agreement with Impact Communications and Marie Swift

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Zoe Financial Raises $2M From JP Morgan & Blackrock Execs to Build Digital Wealth Management Marketplace

Zoe is looking to transform how Americans approach their personal finances

Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce Sept. 27 Webcast Date
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Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce Sept. 27 Webcast Date

'Father of life planning' George Kinder will share insights and advice on how financial planners can help clients live their best lives

SuddenDeathChecklist.com Introduces New Blog Posts Spotlighting Current Events
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SuddenDeathChecklist.com Introduces New Blog Posts Spotlighting Current Events

Introducing blog posts that make the reader connect real-world events with their own future plans for death and business succession.

Blooom Triples Assets Under Management in the Past Twelve Months
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Blooom Triples Assets Under Management in the Past Twelve Months

Blooom helps clients understand their 401k and achieve long-term financial goals

Legacy Assurance Plan Adds New Service to Help Members Expand Their Estate Planning Strategies
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Legacy Assurance Plan Adds New Service to Help Members Expand Their Estate Planning Strategies

Business Entity Formation Program gives plan members an important tool they can utilize to protect their families, businesses and assets

Rebecca Gorrell of PIVOT Income Strategies Named to New York Life's Chairman's Council
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Rebecca Gorrell of PIVOT Income Strategies Named to New York Life's Chairman's Council

Members of the elite Chairman's Council rank in the top three percent of more than 17,000 licensed agents.

Strosniders Selects Seventy2 Capital for 401(k) Advisory Services
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Strosniders Selects Seventy2 Capital for 401(k) Advisory Services

Bethesda wealth management firm helps businesses increase productivity with customized benefit programs that promote retirement readiness.

Legacy Assurance Plan Announces Launch of New Website, to Further Expand Options for Consumers
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Legacy Assurance Plan Announces Launch of New Website, to Further Expand Options for Consumers

Website offers consumers knowledge about estate and financial planning.

BenaVest Hosts New Retirement Planning Workshops in South Florida for Local Consumers About Social Security Strategies & Income for Life Options
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BenaVest Hosts New Retirement Planning Workshops in South Florida for Local Consumers About Social Security Strategies & Income for Life Options

BenaVest decided to share their retirement strategies, biweekly, and sit down with a group of consumers to share with them what the best tips and tricks are when it comes to investing, and being safer with money.

Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month
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Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month

Fidato Wealth Announces Second Opinion Service

Groundbreaking Changes for Continuing Care Retirement Community Kendal at Lexington
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Groundbreaking Changes for Continuing Care Retirement Community Kendal at Lexington

The Kendal Corporation begins a $40M construction project to better serve Lexington community.

State of Florida Partners With GuidedChoice
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State of Florida Partners With GuidedChoice

GuidedChoice Has Been Selected to Provide Asset Guidance to 650,000 Florida Retirement System (FRS) Members

Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence
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Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence

Glass Jacobson joins the elite group of investment advisors to successfully complete the independent CEFEX certification process.

Market Advisory Group: Three Reasons Why You May Want to Fire Your Broker
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Market Advisory Group: Three Reasons Why You May Want to Fire Your Broker

Market Advisory Group founding partner ​​​Larry Kloefkorn gives his take on why you may want to fire your broker

50 Investment Mistakes You Must Avoid in 2018
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50 Investment Mistakes You Must Avoid in 2018

With the stock market at all-time highs, now is the perfect time for investors to easily avoid making basic investment mistakes.

Fintech's Newest Player on the Block, CryptoWallet IRA Allows 401k/IRA Investors to Buy and Sell Bitcoin Just Like Stocks
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Fintech's Newest Player on the Block, CryptoWallet IRA Allows 401k/IRA Investors to Buy and Sell Bitcoin Just Like Stocks

Thanks to CryptoWallet IRA, Investing In Digital Currencies Is Now Simpler and Safer Than Ever!

Brian K. Duncan Has Been Recognized Among the Top in His Industry by the Expert Network©
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Brian K. Duncan Has Been Recognized Among the Top in His Industry by the Expert Network©

The Expert Network celebrates its newest member, Attorney Brian K. Duncan

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Goldco Recognized as Fastest Growing Company by the San Fernando Valley Business Journal

Nation's top retirement service company honored by award-winning business publication

RetireAustralia Increasing Care Offering in All Its Retirement Villages
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RetireAustralia Increasing Care Offering in All Its Retirement Villages

RetireAustralia is working to increase its service offerings and level of care across its 27 retirement villages.

International Futurist Author to Speak About Future Trends in Four Industries This Week
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International Futurist Author to Speak About Future Trends in Four Industries This Week

Prolific keynote speaker Jack Uldrich will be traveling throughout the U.S. this week as he discusses emerging opportunities for four industries in four cities.

St. Catherine's Village to Host 2017 Tax Review Seminar
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St. Catherine's Village to Host 2017 Tax Review Seminar

Retirees and their families can receive tax tips and advice during a free seminar at St. Catherine's Village in Madison, Mississippi on October 24, 2017 at 10:30 a.m.

New Technology Poised to Massively Disrupt Big Wall Street Brokers
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New Technology Poised to Massively Disrupt Big Wall Street Brokers

Can an algorithm save your retirement?

Planning for the Future Is Key in Retirement Years
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Planning for the Future Is Key in Retirement Years

Addition of Cottage Homes to Meet Growing Demand

New Personal Investment Firm Looks to Create Millionaires of Tomorrow
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New Personal Investment Firm Looks to Create Millionaires of Tomorrow

Reno financial advisor launches investment firm for next-gen investors

Mark Baird, CFP® Releases Rules to Riches, a Surprising Take on Building Wealth.
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Mark Baird, CFP® Releases Rules to Riches, a Surprising Take on Building Wealth.

Costly mistakes people make when building wealth revealed.

BitcoinIRA.com Reviewed on CNBC in Exclusive Video
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BitcoinIRA.com Reviewed on CNBC in Exclusive Video

Bitcoin IRA, a retirement fund supporting Bitcoin and Ethereum investments gets reviewed in an in-depth video produced by CNBC.

Trust Builders, Inc. Announces Company Name Change
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Trust Builders, Inc. Announces Company Name Change

Retire Ready Solutions Continues Innovative Path

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Next Generation Trust Services Announces Changes and Growth With Launch of Next Generation Trust Company, a Custodian for Self-Directed Retirement Plans, Effective July 1, 2017

Administrator of Self-Directed Retirement Plans Will Undergo Name Change to Next Generation Services; Company Will Service the New Custodian of these Plans, Next Generation Trust Company

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Funeral Expenses — 4 New Ways of Saving for Funeral Expenses

Saving for funeral expenses is becoming more difficult as inflation constantly rises, and death rates increase.