Category: Retirement and Estate Planning

RiXtrema's 401kFiduciaryOptimizer Brings Quantitative Analysis to Retirement Plans Enabling Advisors to Save Money for Plan Sponsors
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RiXtrema's 401kFiduciaryOptimizer Brings Quantitative Analysis to Retirement Plans Enabling Advisors to Save Money for Plan Sponsors

Quantitative Research powers AUM growth for retirement plan advisors by demonstrably improving fiduciary practices

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Fraser Allport Radio Show - Special Report: Social Security System Under Siege in 2017

​On This Week's Show Fraser Discusses how the Social Security system is under siege as we begin 2017.

The New 2017 Gold and Silver Maple Leafs Are Now Available at Bullion Exchanges
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The New 2017 Gold and Silver Maple Leafs Are Now Available at Bullion Exchanges

The latest issues in the industry best-selling and highly praised bullion series, the Gold and Silver Maple Leafs, will be released by the Royal Canadian Mint on December 7th, 2016. These fabulous coins are sought-after collectibles on the market due to their iconic maple leaf design and innovative bullion security enhancements.

Life Insurance Settlements, Inc. Offers Professional Advice on Life Insurance Policies Prior to Holiday Season
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Life Insurance Settlements, Inc. Offers Professional Advice on Life Insurance Policies Prior to Holiday Season

Many Policy Owners are Unaware of Their Options When it Comes to Life Settlements

Join the Fidato Group and Adopt-a-Family for Christmas This Year
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Join the Fidato Group and Adopt-a-Family for Christmas This Year

Strongsville Financial Planning Firm Spreading Goodwill to Help Families in Need, Expanding Efforts Third-Year in a Row

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