Category: Retirement and Estate Planning

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.

Jaime Raskulinecz, CEO of Next Generation Services is Named to Top 25 Leading Women Entrepreneurs in New Jersey for 2017
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Jaime Raskulinecz, CEO of Next Generation Services is Named to Top 25 Leading Women Entrepreneurs in New Jersey for 2017

Roseland, New Jersey Business Owner is Recognized for Business Accomplishments and Innovation, Community Involvement, Advocacy for Women

Goldco Offering Free 2017 Gold Lunar Year of the Rooster Coin
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Goldco Offering Free 2017 Gold Lunar Year of the Rooster Coin

Limited Time Gold Coin Offer For Qualified Investors

Active Allocator to Join the Retirement Income Industry Association
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Active Allocator to Join the Retirement Income Industry Association

Membership Signals Commitment to Leadership Role in U.S. Retirement Security

Credi.com Powering "The Bank of Mum and Dad"
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Credi.com Powering "The Bank of Mum and Dad"

Credi is changing the way we lend to each other by providing a solution to relationship lending.

Jaime Raskulinecz of Next Generation Trust Services is a Finalist in the Ernst & Young Entrepreneur of the Year® 2017 Award, New Jersey Region
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Jaime Raskulinecz of Next Generation Trust Services is a Finalist in the Ernst & Young Entrepreneur of the Year® 2017 Award, New Jersey Region

Founder and CEO of Next Generation, a Third-Party Administrator of Self-Directed Retirement Plans, is Recognized for Financial Success, Commitment to Her Business and Community

$1.25M Raised in Record 3 Days Through DiversyFund Online Real Estate Crowdfunding Platform
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$1.25M Raised in Record 3 Days Through DiversyFund Online Real Estate Crowdfunding Platform

DiversyFund announced their First Luxury Property offering With Roman James Design Build in La Jolla, CA Fulfilled in a Record Time

Bitcoin IRA Launches World's First Ethereum IRA
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Bitcoin IRA Launches World's First Ethereum IRA

Self-directed retirement accounts for second-largest cryptocurrency will be secured exclusively with BitGo multi-signature wallets.

RiXtrema / Larkspur Video Illustrates Fiduciary Best Practices Improvements; Huge Savings for Plan Sponsors
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RiXtrema / Larkspur Video Illustrates Fiduciary Best Practices Improvements; Huge Savings for Plan Sponsors

Arms Advisors with Powerful Business Development Tool

RiXtrema's Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste
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RiXtrema's Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

Fiduciary best practices research took 17 days of non-stop calculation on powerful 32 CPU Core computers

Leading Adult Learning Course About Retirement Comes to Greater Philadelphia
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Leading Adult Learning Course About Retirement Comes to Greater Philadelphia

Retirement Planning Today®, a leading adult learning course about retirement planning, comes to LaSalle University in April

Everplans Professional and Orion Advisor Services Announce Integration to Enhance Advisors' Referral Networks
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Everplans Professional and Orion Advisor Services Announce Integration to Enhance Advisors' Referral Networks

Everplans Professional named "Best New Financial Planning Integration for New Business and Retentions" at 2016 Orion FUSE Conference