Category: Retirement and Estate Planning

Rising Capital Associates Announces 'Structured Settlements' Scholarship
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Rising Capital Associates Announces 'Structured Settlements' Scholarship

Leading Structured Settlement Company Offers $1000 Scholarship to Undergraduate and Graduate College Students

New Research from Cerulli Associates and Everplans Explores Relationship between Advisors and Client Heirs; Concludes AUM at Risk
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New Research from Cerulli Associates and Everplans Explores Relationship between Advisors and Client Heirs; Concludes AUM at Risk

Survey finds majority of advisors believe they will continue to manage their clients' money, even if they don't know the heirs.

Teachers: Make Sure You Aren't Being Cheated Out of Social Security Benefits
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Teachers: Make Sure You Aren't Being Cheated Out of Social Security Benefits

Experts at Social Security Solutions discuss why teachers with non-covered pensions might be missing out on their Social Security benefits.

Michael Maiorano Named President of TrueWealth
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Michael Maiorano Named President of TrueWealth

Michael Maiorano, CFP®, CPA/PFS, has been named president of the leading Atlanta wealth management services firm.

The Fidato Group Exceeds Industry Benchmarks for Growth and Client Retention
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The Fidato Group Exceeds Industry Benchmarks for Growth and Client Retention

Tony D'Amico, Company CEO, Attributes Success to Service Commitment, Client Retention and Expansion of Relationships

Alliance Trust Company of Nevada Moves to the Financial Hub of Reno
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Alliance Trust Company of Nevada Moves to the Financial Hub of Reno

Quickly-Growing Nevada Trust Company Relocates to Downtown Reno

Announcing New "30 Seconds Video Web App" Video Marketing Solution
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Announcing New "30 Seconds Video Web App" Video Marketing Solution

Acquire an edge over your competition with 30 Seconds Video

One-Size-Fits-All Claiming Strategies Don't Work for Social Security
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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.

Simio Simulation Yields Insights Into Retirement Savings
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Simio Simulation Yields Insights Into Retirement Savings

Retirement Clearinghouse, LLC used Simio simulation software to reveal that widespread adoption of plan-to-plan transfers for small-balance accounts could generate more than $115 billion in new employer-plan savings for the current and next generation of plan participants.

New Software Aims to Fill the Gap in Retirement Advice and Is Designated 2016 Finalist for the WealthManagement.com Industry Awards
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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.

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3 Tips for Buying Property Overseas

Three simple things to keep in mind when buying property overseas: 1. understand everything it will take to buy and live where you want to move to; 2. make sure that you know who will help you and be your support when you are overseas; 3. Find experts in the country you are moving to that can help

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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

Helena S. Mock Has Been Recognized Among the Top in Her Industry by the Expert Network©
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Helena S. Mock Has Been Recognized Among the Top in Her Industry by the Expert Network©

The Expert Network celebrates its newest member, Attorney Helena S. Mock

SpringShire Opens Newly Renovated Information Center in Greenville, NC  -  Introduces New Team Members
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SpringShire Opens Newly Renovated Information Center in Greenville, NC - Introduces New Team Members

SpringShire Retirement Community announces the opening of their newly renovated Information Center on NC-43 North and the hiring of three team members to introduce this new community. SpringShire's Information Center will help visitors learn more about the community by viewing detailed architectural renderings of the types of homes, apartment homes and common areas that will be built.

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SafeGuard Guaranty Launches RetirementSavings.us

SafeGuard Guaranty Launches RetirementSavings.us - New Website Designed to Helping Consumers Learn About Savings for Retirement

Imagine Yourself Living the Good Life in Talis Park in Sunny Naples, Florida
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Imagine Yourself Living the Good Life in Talis Park in Sunny Naples, Florida

Realtor, Tina Deady profiles Talis Park, a country club style community in Naples, Florida, offering new construction and resale homes. The article focuses on real estate options, community amenities and background on the development team. It also offers links to a community map, active listings in the community, floor plans and market statistics for Talis Park. Everything you need to know.

The PlanPlus 4th Annual Global Financial Planning Awards Opened April 1
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The PlanPlus 4th Annual Global Financial Planning Awards Opened April 1

PlanPlus announced the opening of the 4th annual PlanPlus Global Financial Planning Awards competition. This competition rewards excellence in financial planning and brings global recognition to three financial planners from three different regions of the world, to acknowledge their outstanding contributions to the industry.

Recently Announced Condos at Red Frog Beach, Panama Are Attracting Many Americans Ready to Move Internationally in Uneasy Sociopolitical Times
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Recently Announced Condos at Red Frog Beach, Panama Are Attracting Many Americans Ready to Move Internationally in Uneasy Sociopolitical Times

Trending: More North Americans than ever consider moving outside the U.S., while Panama continues to be one of the top places to go.

The Red Frog Beach Island Community in Bocas del Toro Panama announces the start of construction for its Beach Condos called La Perla Azul to Provide Luxury Island Living.

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New Surveys Reveal Millennials Attitudes About Saving for Retirement

Not surprisingly, Millennials view of saving for retirement is a lot different than their parents.

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NAPA Recognizes Eric Mitchell in Top 50 Under 40

Association names Mitchell as one of nation's foremost 'Young Gun' retirement plan advisors.

NTL Trust to Host Caribbean Citizenship Summit
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NTL Trust to Host Caribbean Citizenship Summit

The next event in Grenada, Dominica, and St. Lucia is scheduled for November 3-10, 2016. The Citizenship Summit in Antigua & Barbuda and St. Kitts & Nevis will take place May 1-9, 2017.

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PlanPlus Launches a Singapore Financial Planning Awards Competition

PlanPlus is pleased to announce the first annual PlanPlus Singapore Financial Planning Awards competition to recognize that country's top financial planners. Finalists will be recognized at the annual FPAS Financial Planning Day, with the overall winners moving on to compete in the PlanPlus Global Financial Planning Awards against other planners in the Asia Region.

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Stonecrest at Burlington Creek: - a Quality Living for Seniors in Kansas City

Retirement homes see it as our responsibility to provide the opportunities and inspiration for our residents to embrace senior living and thrive in their new life here with us.

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Entrepreneurs Acquire UK Cemetery as Lack of Burial Space Intensifies

Two prominent business people from the West Midlands have become the new owners of a Staffordshire cemetery in order to raise awareness of the spiralling cost of burials in the UK which, they claim, is a stealth tax on dying.

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Baby Boomers Get "Fit" to Retire With Help From Certified Coach, Kirtus Brutsman, CFP® AAMS®

As a newly certified Fit-To-Retire® coach, Kirtus Brutsman, now offers a systematic, holistic approach to help clients make the transition to a successful retirement. Using Fit-To-Retire's exclusive psychometrically-designed Readiness Assessment, Kirtus can measure a client's readiness and enthusiasm in financial and non-financial areas of retirement; followed by a customized Pre-Retirement Checklist and 100-Day Playbook to alleviate anxiety in all aspects of retirement. https://goo.gl/0bD84v

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Stonecrest at Burlington Creek: - Luxurious Accommodation for Senior Citizens

Stonecrest at Burlington Creek is a new assisted living and memory care community owned by Stonecrest Senior Living. Located in the Northland area of Kansas City, Missouri, the community anticipates breaking ground in summer 2015 and opening summer 2016.

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Foreign Workers Waive Millions