Retirement and Estate Planning Press Releases

Discovery Data Launches Retirement Plans Product

Discovery Data Launches Retirement Plans Product

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has announced the launch of a new product offering that provides detailed retirement plan information. Discovery Data Retirement Plans delivers data on over 800,000 plans…

Waller Tops Tennessee Private Wealth Category in Chambers High Net Worth Guide

​Aaron B. Flinn, Richard A. Johnson and G. Michael Yopp, tax attorneys in Waller’s Nashville office, have been recognized in the 2019 edition of the Chambers High Net Worth guide. Waller is the only Tennessee law firm to receive a top ranking (Band 1)…

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…

Three Mistakes to Avoid With an Estate

Three Mistakes to Avoid With an Estate

​​​​​​Any responsible person knows to plan for the worst while hoping for the best. Nobody wants to think about creating an estate plan and face their own mortality until they are very old. However, it's the responsible thing to do.…

Alliance of Comprehensive Planners Announces New Options for Becoming an ACP Member

The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, has announced new membership options for new members. Student Membership, Associate Membership and Certified Membership…

Zoe Financial Raises $2M From JP Morgan & Blackrock Execs to Build Digital Wealth Management Marketplace

 Zoe Financial, a startup which just raised $2M from JP Morgan & Blackrock executives, is looking to transform how Americans approach their personal finances, starting with their relationship with a financial advisor. The round was led by Chris Jones, the former…

Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce Sept. 27 Webcast Date

The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, and the Kinder Institute of Life Planning, an organization that provides workshops, intensive trainings and consulting…

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 Adds New Service to Help Members Expand Their Estate Planning Strategies

 With the introduction of its new Business Entity Formation Program, Legacy Assurance Plan has added another cutting-edge tool to its menu to help consumers meet their estate and financial planning needs in a truly comprehensive way. Legacy Assurance Plan, an…

Rebecca Gorrell of PIVOT Income Strategies Named to New York Life's Chairman's Council

Rebecca Gorrell, Principal of PIVOT Income Strategies, has been named to New York Life’s Chairman’s Council for 2018. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than…

Strosniders Selects Seventy2 Capital for 401(k) Advisory Services

Seventy2 Capital is pleased to announce that it has been selected to provide 401(k) advisory services to Strosniders Hardware. When Strosniders Partner and General Manager, Bill Hart III, needed guidance regarding their company’s defined benefit plan options, he approached James…

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…

BenaVest Hosts New Retirement Planning Workshops in South Florida for Local Consumers About Social Security Strategies & Income for Life Options

For many people, getting started with local retirement planning can be quite the hassle. Not knowing when to start, not knowing what to start with and/or how much to invest to be set for retirement can all be tricky elements to gauge. With there…

Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month

April is Financial Literacy Month and, at the same time, most Americans have just filed their taxes or at least filed extensions. Many are going through the painstaking task of peeking under the hood of their financial engine and realizing…

Senior Living Marketing Experts Dan Gartlan and Nicole Wagner to Be Featured at LeadingAge Illinois 2018

Senior Living Marketing Experts Dan Gartlan and Nicole Wagner to Be Featured at LeadingAge Illinois 2018

As long-time educators of senior living marketing, Stevens & Tate Marketing has once again been selected to present at a LeadingAge association event. President Dan Gartlan and Internet Marketing Director Nicole Wagner will be presenting their proven marketing strategies to…

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…

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