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Retirement and Estate Planning Press Releases

Silver Fee Clarity Takes the Guesswork Out of Asset-Based Investment Management and Advisory Fees

Silver Fee Clarity Takes the Guesswork Out of Asset-Based Investment Management and Advisory Fees

Advisory asset-valuation fee calculations can be far from obvious – particularly when trying to understand fee amounts based on multiple interacting UMA-sleeve and asset class schedules with numerous breakpoints, overrides and exclusions. To help operations professionals, advisors and investors better understand critical and…

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…

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

The San Fernando Valley Business Journal has recently recognized Goldco in its 2017 list of Fastest Growing Companies. The San Fernando Valley Business Journal is a top source for local business news throughout California. The award-winning publication prints top company…

RetireAustralia Increasing Care Offering in All Its Retirement Villages

RetireAustralia Increasing Care Offering in All Its Retirement Villages

As the year comes to a close, RetireAustralia is hard at work increasing its care offering to provide its residents with enhanced support within the company’s villages. The business is currently working to increase the level of support on offer…

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…

Retire Ready Solutions Expands Services, Now Creates and Distributes Reports for Plan Advisors

Retire Ready Solutions Expands Services, Now Creates and Distributes Reports for Plan Advisors

​Retirement planning software developer Retire Ready Solutions has announced that today it will begin offering a new service to retirement plan advisors. With the new service, Retire Ready Solutions will create and even distribute all the personalized participant reports when…

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

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

On Tuesday, October 24th, St. Catherine’s Village is hosting a free educational seminar highlighting tips and strategies for managing year-end taxes. The seminar takes place in the Commons Activity Room at 200 Dominican Drive on the continuing care retirement community…

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…

Planning for the Future Is Key in Retirement Years

Planning for the Future Is Key in Retirement Years

​When Dr. David and Barbara Junkin decided that their house was just too big for them now, they began looking at options for a community. They’ve been in their home for 40 years but know that the upkeep is just…

BitcoinIRA.com Reviewed on CNBC in Exclusive Video

BitcoinIRA.com Reviewed on CNBC in Exclusive Video

BitcoinIRA.com, the world’s first company that allows investors to purchase Bitcoin and other crypto-currencies for their IRA or 401(k) retirement accounts, announces that it is featured in a video developed by CNBC. The CNBC video is available now and can…

Trust Builders, Inc. Announces Company Name Change

Trust Builders, Inc. Announces Company Name Change

Trust Builders, Inc.™, a company that produces professional retirement planning software, today announced its new name, Retire Ready Solutions. After over thirty years in the business, Trust Builders, Inc.’s leadership felt it was time to simplify the name to better…

Washington Financial Group Named 2017 PLANSPONSOR Retirement Plan Adviser of the Year

Washington Financial Group Named 2017 PLANSPONSOR Retirement Plan Adviser of the Year

Consistently striving to improve America’s retirement readiness, Washington Financial Group is honored to announce that we have been named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category. “All of us at Washington Financial Group…

Funeral Expenses — 4 New Ways of Saving for Funeral Expenses

Funeral costs that are increasing may be a higher load for the typical family. Most are already struggling with the inflation on day-to-day needs, such as gas and food. This takes a huge toll once funeral expenses need to be handled.…

CIEBA Board Appoints New Executive Director, Dennis Simmons

CIEBA Board Appoints New Executive Director, Dennis Simmons

The Committee on Investment of Employee Benefit Assets (CIEBA) announced today that Dennis Simmons has been appointed by the CIEBA Board as their new Executive Director. Mr. Simmons joins CIEBA with over 20 years of government policy, legal and plan administration experience working with all types of employee benefit plan sponsor clients,…

Randall R. Saxton Appointed Attorney for the Mississippi Emergency Management Agency

Randall R. Saxton Appointed Attorney for the Mississippi Emergency Management Agency

Saxton Law, PLLC attorney Randall R. Saxton has been appointed by Executive Director Lee Smithson and confirmed by the Attorney General of Mississippi as Attorney for the Mississippi Emergency Management Agency. MEMA coordinates activities that will save lives, protect property,…

Trust Builders Expands Online Retirement Readiness Solutions for Financial Advisors

Trust Builders Expands Online Retirement Readiness Solutions for Financial Advisors

Trust Builders, Inc. is announcing the release of the Maximum Allowable Contribution (MAC) module for the TRAK-Online retirement readiness portal. The MAC module allows advisors to calculate the maximum annual contribution to a 403(b) account and a 457 account, including…

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

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

RiXtrema, the leading provider of risk management tools and analysis to the financial advisory and broker/dealer community, and Larkspur Data, the leading provider of targeted data and market intelligence for financial advisors in the 401k/qualified plan industry, are making it…

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…

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