financial planning Latest News

Experienced financial services professional, David Atwell, joins Cleveland financial services firm as a Client Manager.

Paraklete® Financial, Inc. will be hosting a Continuing Education event on Friday, June 14, 2013.

Paraklete® Financial, Inc. will be hosting a Continuing Education event on Friday, June 14, 2013.

Steve Goldbloom, financial planning and wealth preservation specialist, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Jammie Avila, financial and retirement planning expert, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Joel Johnson, retirement planning expert, was recently featured in the Wall Street Journal in recognition of his latest best-selling book.

The U.S. stock market is at an all time high, and Florida financial advisor Frank J. Velten remains optimistic and has no plans of repositioning out of the stock market. However, Velten warns the general public that volatility may be ahead.

Two Distinguished Speakers Featured for June 18, 2013 Dinner Meeting

DJ Boike, Senior Partner at Retirement Resources, a financial planning firm, notes that a majority of Americans plan to keep working past retirement age.

Robert Turner, President & CEO of Capitol Financial Solutions, is pleased to welcome new registered representative, Nolan Sweeney, to the firm.

PlanPlus announced the launch of the PlanPlus Global Planning Awards, a global competition to showcase the value of financial planning.

Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience.

Cleveland financial advisor, Randy Schneider, celebrates 20 years of service.

Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year Award. Caruso is Founding Chairman/Managing Director of Coastal Capital Group, LLC in Danvers, MA.

Paraklete® Financial, Inc. is a sponsor of the Georgia's Society of CPA's Estate and Financial Planning Section's first Financial Planning Workshop Thursday, May 9, 2013 being held at the GSCPA offices.

Tom Tillery to speak at The Georgia Society of CPA's first Financial Planning Workshop organized by the Estate and Financial Planning Section of the GSCPA. The half-day workshop is Thursday, May 9th, 2013 beginning at 8:00 AM at the GSCPA offices.

Holly Gillian Kindel, CFP®, CLU, CPCC, Director of Financial Planning,  Mosaic Financial Partners will be speaking at the FPA Retreat 2013 at the Westin Mission Hills Resort in Rancho Mirage, CA on May 4, 2013.

Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners.

REDW Stanley Wealth Advisors, LLC, an SEC registered affiliate of REDW LLC and a highly respected investment advisory firm with a primary focus on serving clients in the Southwest, is pleased to announce the addition of Robert Elzholz as Trading and...

Cleveland-based wealth management firm partner, Rebecca Bar-Shain, helps clients understand the role of their risk management portfolio.

Kathleen Nolan, financial planning professional and advisor, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Financial Advisor Steps Into a League of His Own with Masters Degree

Michael A. Davis, ChFC®, RFC®, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Roger A. Rekate, CPA, wealth management and retirement planning expert, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Pelayo “Peter” Garcia, retirement income planning trusted advisor and infinite banking concept practitioner, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work”.

Experienced financial services professional, David Atwell, joins Cleveland financial services firm as a Client Manager.

Reid Abedeen, Founder of Safe Guard Investment Advisory Group, LLC, tells retirees the downsides of their retirement investments – something that few other advisors will.

Paraklete® Financial, Inc. will be hosting a Continuing Education event on Friday, June 14, 2013.

Paraklete® Financial, Inc. will be hosting a Continuing Education event on Friday, June 14, 2013.

A Prenuptial agreement (PreNup) is a contract between two parties prior to marriage that specifies how property, debt, and assets are to be allocated in the event of divorce, death, or separation.

With the cost of higher education growing faster than inflation and family income, the mainstream media has been flooded with editorials questioning whether a college degree is worth the increasing financial strain.

Steven M. Netzel, financial planning expert, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Steve Goldbloom, financial planning and wealth preservation specialist, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Jammie Avila, financial and retirement planning expert, recently hit five separate Amazon.com best-seller lists with the new book “The Ultimate Success Guide.”

Joel Johnson, retirement planning expert, was recently featured in the Wall Street Journal in recognition of his latest best-selling book.

The U.S. stock market is at an all time high, and Florida financial advisor Frank J. Velten remains optimistic and has no plans of repositioning out of the stock market. However, Velten warns the general public that volatility may be ahead.

Two Distinguished Speakers Featured for June 18, 2013 Dinner Meeting

Drawing on Experience in the Banking and Insurance Industries, Retirement Specialist Christy Smith – Owner and President of The Presley Group – Educates Clients on Securing Their Financial Futures via Annuities, Estate Planning and Life Insurance

DJ Boike, Senior Partner at Retirement Resources, a financial planning firm, notes that a majority of Americans plan to keep working past retirement age.

John Nadworthy's Financial Plan for a Family with Special Needs Featured in Money Magazine

Think twice before creating an UTMA account. Custodial investment accounts permitted under the Uniform Transfers to Minors Act (UTMA) allow families to gift assets to a child without having to set up a trust.

In a world of financial turmoil, Tad Hill brings assurance to his clients that it is possible to have a secure retirement with the proper planning.

Robert Turner, President & CEO of Capitol Financial Solutions, is pleased to welcome new registered representative, Nolan Sweeney, to the firm.

John Dubots, Temecula Financial Advisor, discusses the unique challenges faced by middle-class families with regard to financial planning.

Teresa Bear, best-selling author and retirement planner, was recently featured in the Wall Street Journal in recognition of her best-selling book.

Today technology and financial planning go together. The smartphone and tablets offer apps and easy access to monitoring your financial goals. Financial consultants in Miami explain the best use of technology and financial goals. 305.778.7971

PlanPlus announced the launch of the PlanPlus Global Planning Awards, a global competition to showcase the value of financial planning.

Pelayo “Peter” Garcia, retirement income planning trusted advisor and infinite banking concept practitioner, was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as a guest on “The Consumer’s Advocate” TV show.

Steve Goldbloom, financial planning and wealth preservation expert, was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on “The Consumer’s Advocate” TV show.

Roger A. Rekate, CPA, wealth management and retirement planning expert, was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on “The Consumer’s Advocate” TV show.

Steve Holland, Tampa Bay investment and tax advisor, was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on “The Consumer’s Advocate” TV show.

Financial Advisor and best-selling author Robert Russell, was recently featured in the Wall Street Journal in recognition of his latest best-selling book.

Robert Turner, President & CEO of Capitol Financial Solutions, has earned the Chartered Financial Consultant® (ChFC®) professional designation from the American College.

Heather Gudac has become the newest partner in Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm.

Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience.

James E. Moniz, MSFS, a financial consultant with Northeast Wealth Management, a Braintree-based firm focusing on wealth management, has recently qualified for the prestigious John Hancock Financial Network (JHFN) Hall of Fame.

Ken and Lori Heise, a husband and wife financial team, were recently seen on NBC, CBS, ABC and FOX network affiliates around the country as guests on “The Consumer’s Advocate” TV show.

Michael A. Davis, ChFC®, RFC®, was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as a guest on “The Consumer’s Advocate” TV show.

Cleveland financial advisor, Randy Schneider, celebrates 20 years of service.

Financial Planning Assocation of MA and AdvisorAdit LLC announce “Platinum Partnership”

Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year Award. Caruso is Founding Chairman/Managing Director of Coastal Capital Group, LLC in Danvers, MA.

Paraklete® Financial, Inc. is a sponsor of the Georgia's Society of CPA's Estate and Financial Planning Section's first Financial Planning Workshop Thursday, May 9, 2013 being held at the GSCPA offices.

Tom Tillery to speak at The Georgia Society of CPA's first Financial Planning Workshop organized by the Estate and Financial Planning Section of the GSCPA. The half-day workshop is Thursday, May 9th, 2013 beginning at 8:00 AM at the GSCPA offices.

Kathy Nolan, President of Family Focus Financial Group, Turns the Boys’ Club of Financial Planning on its Head - New Name: The Savvy Women’s Club

How an author transformed a book idea into sales on Amazon, Barnes and Noble, and more in two months.

DJ Boike, Senior Partner at Retirement Resources, a financial planning firm, notes that the key to a successful retirement is to begin saving early, and to start by creating a plan.

Ricci M. Victorio, CSP, CPCC, and Managing Partner of the Mosaic Family Business Center, will be speaking at the 2013 First Tuesdays session to be held May 7, 2013 at the Executive Center in Point Richmond, CA.  Ms.

Holly Gillian Kindel, CFP®, CLU, CPCC, Director of Financial Planning,  Mosaic Financial Partners will be speaking at the FPA Retreat 2013 at the Westin Mission Hills Resort in Rancho Mirage, CA on May 4, 2013.

Christy Smith, Louisiana based retirement specialist, was recently featured in Inc. Magazine as one of America’s PremierExperts®.