Retirement and Estate Planning

Leading Wine Investment Firm Expects U.S. Business to Quadruple in Size by End of 2021 and Become Largest Investment Market

Leading Wine Investment Firm Expects U.S. Business to Quadruple in Size by End of 2021 and Become Largest Investment Market

OenoGroup, a leading wine investment firm, today announced that it projects the United States market to quadruple in size and outpace all other countries to become the largest wine investment market by the end of 2021. To handle its projected…

Investors Direct More Than $1 Billion to iTrustCapital Crypto IRA Platform

Investors Direct More Than $1 Billion to iTrustCapital Crypto IRA Platform

iTrustCapital, the world's largest crypto IRA retirement account platform, released its 1Q2021 report providing a comprehensive snapshot of investment activity on its platform.The report highlights the parabolic growth of their Crypto IRA / 401k product. Investors deposited over $300 Million…

Augusta Precious Metals Releases Joe Montana Corporate Ambassador Origin Video

Augusta Precious Metals Releases Joe Montana Corporate Ambassador Origin Video

American precious metals provider Augusta Precious Metals announced the release of a video conversation between Hall of Fame quarterback Joe Montana and Augusta's director of education Devlyn Steele. In the conversation, Montana reveals how he came to be the company's corporate ambassador…

Media Alert: Craig. W. Smalley, E.A. Available As Expert Resource This Tax Season

Media Alert: Craig. W. Smalley, E.A. Available As Expert Resource This Tax Season

Craig W. Smalley, E.A., a local tax accountant and Enrolled Agent, is available this tax season to answer tax questions; provide tax tips and/or commentary; and perform services including tax preparation, tax planning, IRS tax representation, estate planning and bookkeeping.…

Economic Analyst Warns Government's 'Debt Time Bomb' Threatens Retirement Security

Economic Analyst Warns Government's 'Debt Time Bomb' Threatens Retirement Security

Augusta Precious Metals, America’s leading gold and silver resource for retirement savers, issued a video alert from its lead analyst, Devlyn Steele, detailing potential economic pitfalls of the national debt. The video explains how record levels of federal debt are…

LT Trust Re-Imagines 401(k) for Small Businesses

LT Trust Re-Imagines 401(k) for Small Businesses

LT Trust, an independent low-cost retirement plan provider, has enhanced its 401(k) product based on feedback from financial advisors. This series of moves gives growing businesses access to world-class 401(k) features that were previously available exclusively to large corporations. The…

Carr, Riggs & Ingram, LLC (CRI) Launches CRI TPA Services, LLC

Carr, Riggs & Ingram, LLC (CRI) Launches CRI TPA Services, LLC

​Carr, Riggs & Ingram (CRI) recently added CRI TPA Services, LLC to their family of companies, a new portfolio company that will offer clients tailored retirement plan solutions for their expanding business needs. CRI TPA Services, LLC provides third-party administrative…

Blooom Triples Assets Under Management in the Past Twelve Months

blooom,  the independent robo-advisor making simple, affordable 401k help available to millions of Americans, announced today it has tripled assets under management to over $3 billion less than one year after reaching the $1 billion milestone. “People are beginning to…

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

Legacy Assurance Plan has always been firmly committed to the belief that the foundations of any quality estate plan are information, knowledge and access to cutting-edge tools to help consumers achieve their estate and financial planning goals. Now, Legacy Assurance Plan…

Glass Jacobson Financial Group is Certified for Fiduciary Excellence

Glass Jacobson Financial Group is Certified for Fiduciary Excellence

CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Glass Jacobson Investment Advisors, LLC in Owings Mills, Maryland to the standard described in the handbook “Prudent Practices® for Investment Advisors.” Glass Jacobson Investment Advisors, LLC (Glass Jacobson),…

50 Investment Mistakes You Must Avoid in 2018

50 Investment Mistakes You Must Avoid in 2018

Firstmetric just released its comprehensive list of the top 50 Investment Mistakes You Must Avoid in 2018 to increase the odds of long-term investment success. “I believe that the investment mistakes that most people make are easily avoidable by spending…

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

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

Futurist keynote speaker and best-selling author Jack Uldrich started his week of events yesterday in Tempe, Arizona, where he spoke on future trends in risk management and insurance. Today, he will be in Palm Beach, Florida to share his insights on…

New Technology Poised to Massively Disrupt Big Wall Street Brokers

New Technology Poised to Massively Disrupt Big Wall Street Brokers

​​From the K&D Financial Media Team: After the dust settled in 2008, fear and chaos were all that remained. Some people lost their homes, the ability to put their children through college and even their life savings; paranoia gripped the nation. Kurt…

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

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

 RiXtrema announced the findings of a big data quantitative research effort on defined contribution plans. The largest ever conducted, the study involved 52,529 plans, and included detailed plan menu choices in the calculations. RiXtrema’s award winning research team used quantitative…

Joshua Davis, CFP®, Establishes Davis Private Wealth, LLC

Joshua Davis, CFP®, Establishes Davis Private Wealth, LLC

Joshua Davis, a certified financial planner and investment management expert, is branching out in creating his own private establishment, Davis Private Wealth, LLC. The firm is dedicated to putting his clients’ interests first and provides an array of financial services…

Rising Capital Associates Recognizes Employee, Jay Wehrenberg, for Helping Out the Most Customers in a Single Year

Rising Capital Associates Recognizes Employee, Jay Wehrenberg, for Helping Out the Most Customers in a Single Year

Rising Capital Associates, a leading structured settlement purchaser and annuity buyer, is paying tribute to a top-achieving employee within the company. Jay Wehrenberg was recognized for helping out the most amount of customers in a single fiscal year. Jay worked…

Life Insurance Settlements, Inc. Provides Free Quotes and Consultations

Life Insurance Settlements, Inc. Provides Free Quotes and Consultations

Life Insurance Settlements, Inc., the leading broker of life insurance settlements in the United States, is providing free, no obligation quotes and consultations to prospects considering a life settlement. If a life insurance policy is no longer wanted, needed, or an individual…

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

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

​​​RiXtrema, an industry-leading company that provides risk management tools and analysis to the financial advisory and broker/dealer community to help ensure that clients get the analysis and advice they need, today announced the results of a quantitative analysis of fee…

Rising Capital Associates Announces 'Structured Settlements' Scholarship

Rising Capital Associates, a leading structured settlement purchaser and annuity buyer, is giving a $1,000 scholarship to one student to assist them with their post-secondary education costs. The Rising Capital Associates Structured Settlements Scholarship is open to any student enrolled…

GRP Advisor Alliance Announces Strategic Partnership With Alliance Benefit Group

GRP Advisor Alliance (www.grpaa.com), an elite group of retirement plan firms focused on empowering advisors, today announced a strategic partnership with Alliance Benefit Group (http://www.abgnational.com), a national network of independently owned advisory and consulting firms and one of the largest…

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