#Financial Planning Press Releases

Cogniscient, Parent Company of Whealthcare Planning LLC, Names Three New Members of Its Advisory Board

Cogniscient, Parent Company of Whealthcare Planning LLC, Names Three New Members of Its Advisory Board

Cogniscient, Inc., a technology company that develops innovative health and aging-focused assessments and planning tools for the financial services industry, is pleased to announce the appointment of three new members of its corporate advisory board. Anthony Weiner, MD is the…

Rosenthal Wealth Management Top Ten Do's and Don'ts for That Tax Return Check

Rosenthal Wealth Management Top Ten Do's and Don'ts for That Tax Return Check

​With April 15 around the corner, many taxpayers across the country are feverishly developing spending plans for that welcome return check from Uncle Sam. To aid in putting those funds to the best use, Rosenthal Wealth Management President Larry Rosenthal…

Rosenthal Wealth Management Cites Long-Term Health Care as a Leading Personal Financial Blindspot

Rosenthal Wealth Management Cites Long-Term Health Care as a Leading Personal Financial Blindspot

​Routine annual personal financial reviews that many people are undertaking now in the year’s first quarter, oftentimes overlook a key financial need  -- long-term health care planning, according to Larry Rosenthal, a widely sought financial consultant and president of Rosenthal…

CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been formally recognized by the National Football League Players Association…

CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2019 Best-in-State List of Wealth Advisors for a Second Consecutive Year

CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2019 Best-in-State List of Wealth Advisors for a Second Consecutive Year

CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, recently announced that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious list of America’s Best-in-State…

Centura Wealth Advisory Adds Deep Experience to Its Bench

Centura Wealth Advisory Adds Deep Experience to Its Bench

Centura Wealth Advisory announced today the addition of two seasoned wealth advisors to its existing Liberated Wealth® team.  David Cariani, CFA, CFP®, joins Centura as chief investment officer. Mr. Cariani brings over 20 years of investment strategy experience to the firm and…

Alliance Group and Living Benefits Awareness Month

Alliance Group and Living Benefits Awareness Month

Alliance Group (Website) is proud to kick off the 2nd Annual Living Benefits Awareness Month – or LBAM. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the…

FEBC: Getting a Great Deal on This Year's Black Friday Sales May Be About More Than Just a Price Tag

FEBC: Getting a Great Deal on This Year's Black Friday Sales May Be About More Than Just a Price Tag

There is a certain satisfaction that can come with finding the best deal around. Getting a great deal is really important to people because they want to feel like the money spent was worth it. Soon one of the best…

Financial Education Benefits Center: When It Comes to Financial Planning, Millennials Are Full of Contradictions

Financial Education Benefits Center: When It Comes to Financial Planning, Millennials Are Full of Contradictions

Generalizations, especially about an entire generation, are undermined by the millions of unique lives of the people that inhabit it. Millennials are no exception. Individuals cannot be defined by broad outlines. Still, there are trends. According to a recently released…

SiriusXM Radio to Offer Weekly Wealth Management Broadcast

Larry Rosenthal, president of the Rosenthal Wealth Management Group in Northern Virginia, will host a new national SiriusXM satellite radio program designed to provide listeners with the latest and best information on how to manage their investments, estate and financial…

Financial Education Seminars Making a Comeback – New Research From Advisorist and NAFA

During the past 10 years, financial advisors have watched the steady decline of qualified annuity buyers showing up at retirement- or Social Security-themed dinner seminars. Advisors had three options: 1) accept declining ROI from their seminars, 2) turn to alternative…

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…

CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort

CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to creating a…

New Research Finds Link Between Financial Status and Body Weight

The Association for Financial Counseling and Planning Education® (AFCPE®) released results from a national study that examines the association of financial status and body mass index (BMI). Published in the Journal of Financial Counseling and Planning as a part of…

AdvisoryWorld to Sponsor and Exhibit at United Planners 2018 Annual Partners Conference

AdvisoryWorld to Sponsor and Exhibit at United Planners 2018 Annual Partners Conference

AdvisoryWorld (www.advisoryworld.com) a leading software provider for financial advisors, today announced that they will be attending United Planners Annual Partners Conference from May 30 – June 1, 2018, at The Scottsdale Resort at McCormick Ranch in Scottsdale, AZ. AdvisoryWorld representatives…

Mason Finance, Leader in Life Settlements, Launches Viatical Settlement Page

Mason Finance debuted a new viatical settlement page, https://www.masonfinance.com/viatical-settlement with the goal of increasing awareness about the life settlement option. Currently, many policyholders don't understand the difference between a life settlement and a viatical settlement. More importantly, too many policyholders don't even know that they…

International Association of Women Honors Czarina Frias as a 2018-2019 Influencer of the Year

​​The International Association of Women (IAW) honors Czarina Frias as a 2018-2019 Influencer of the Year. She is recognized with this prestigious distinction for leadership in entrepreneurship. The International Association of Women (IAW) is a global in-person and online networking…

Jim Cotturone Joins Brookfield, Wis., Office of Ameriprise Financial

Jim Cotturone Joins Brookfield, Wis., Office of Ameriprise Financial

Jim Cotturone, CFP®, CRPC®, has joined the Brookfield office of Ameriprise Financial Services Inc., as a financial advisor. His office is at 16650 W. Bluemound Road, Suite 800.Cotturone has nearly 10 years of experience working with clients on retirement and…

Thrivent Financial’s Leah Joyce Earns FIC Designation

Thrivent Financial’s Leah Joyce Earns FIC Designation

Leah Joyce, FIC®, CLTC®, of Collinsville, Ill, a Financial Associate with Thrivent Financial, recently earned the Fraternal Insurance Counselor (FIC®) designation granted by the Fraternal Field Managers' Association.The FIC® designation is awarded only to those who complete basic, intermediate and…

Client Advisor Mary Ballin Earns CDFA® Designation

Mosaic Financial Partners is pleased to announce that client advisor and CERTIFIED FINANCIAL PLANNERTM practitioner Mary L. Ballin earned the designation of Certified Divorce Financial Analyst  (CDFA®), as awarded and maintained by the Institute for Divorce Financial AnalystsTM. “A CDFA®…

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