financial planning Latest News

Gilbert, AZ The Wealth Guardian Group would like to help all who are nearing retirement age to get the most out of their Social Security Benefits.

Jim Byrd, Founder of Safe Harbor Financial Services, LLC in Daphne, Alabama Gives the Inside Scoop on the Products That Will Float in Today’s Sinking...

Alliance Financial Partners, Inc. welcomes estate planning facilitator Steve Scifo to their financial consulting...

DJ Boike, Senior Partner at Retirement Resources, a financial planning firm, notes that the Dow Jones average is nearing an all-time...

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision...

SPRINGFIELD, MO. – Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Managing Advisor Gretchen Cliburn has been named chair of BKD Wealth Advisors’ Financial Planning Committee.

Cedar Brook Financial Partners, LLC is pleased to welcome Lucy Skillicorn, Executive Assistant to Ted Lorenzen, ChFC® and Anthony Podojil, PhD, Partners of the Cleveland-based wealth management firm. Ms.

A feature story about Ken and Lori Heise, Co-Founders of Heise Advisory Group, was recently seen on CNBC.com as well as the other major online publications such as Yahoo! Finance, The Boston Globe, Reuters, The Miami Herald and MarketWatch, among many...

A feature story about Steve Holland, Founder of The Holland Group, was recently seen on CNBC.com as well as the online home pages of major publications such as Yahoo! Finance, The Boston Globe, The Miami Herald, Los Angeles Daily News and MarketWatch,...

Former Air Force Major and Fighter Pilot, David Lee approaches his financial planning business with military-type precision.

We've all heard of the classic three-legged retirement income stool: pensions, social security, and personal savings. Unfortunately for many upcoming retirees, that three-legged stool only has one leg. That's personal savings.

Barry Fowler, EA, a leading expert in tax resolution issues and the Founder and Director of Taxation Solutions, Inc., recently discussed how his staff at Taxation Solutions are not new to helping the everyday taxpayer resolve their tax issues.

As California increases it's gas tax the United States is reaching a 20 year high for oil output with speculation the U.S. will soon outpace Saudi Arabia for top oil producer.

Financial Planning Association™ of Massachusetts (FPA MA) announces that member Barrett Costello of Braintree, MA has been named to the Board of Directors as Public Relations Director.

Matthew Zagula, President of First Financial Advisors and Bleier Zagula Investments, was recently an expert guest on The Consumer’s Advocate television show. The show was recently featured on NBC, CBS, ABC and FOX network affiliates around the country.

JMS Capital Management, Inc., a branch office of The Investment Center, Inc., providing individual and corporate investment advisory and retirement services to both private and institutional clients announced the opening of their Naperville office.

Cedar Brook Financial Partners, LLC is pleased to welcome Wayne Salsbury, Associate to David Robertson, CFP®, JD, a Partner of the Cleveland-based wealth management firm. At Cedar Brook, Mr.

Danny J. Harlow was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on The Brian Tracy Show.

William Geiger, economist and financial planning expert, was recently featured in Newsweek as one of America’s PremierExperts.

Thomas G. Kleine, Registered Investment Advisor, was recently featured in Forbes as one of America’s PremierExperts.

Russell Jalbert 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.

Grant Conness and Andrew Costa, South Florida wealth management advisors, financial authors and radio hosts, were recently selected to participate in the closing bell ceremony for the NASDAQ stock exchange.

Roger Rekate of Advisor Ink Tells CPAS, Attorneys and Retirement Planners: It’s Time To Talk

Linium’s (www.linium.com) webcast, entitled Project-Based Planning Made Easy with Oracle Hyperion Project Financial Planning, is now available for your viewing.

Rick Parkes, financial advisor, recently explained what every retiree should know about buying gold before purchasing it.

Andrew Costa and Grant Conness, wealth management experts, were recently featured in Newsweek as one of America’s PremierExperts.

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

MONECO Advisors Growth Protection Strategy (GPS) is a proprietary investment strategy based on the 2 most important objectives of investing--grow money and protect money. GPS makes informed investment decisions in a clear-cut and emotion free manner.

Financial Advisor Russ Jalbert was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on The Brian Tracy Show.

P. Christopher Music, financial prosperity expert, was recently featured in Forbes as one of America’s PremierExperts.

Financial Advisor and best-selling author Robert Russell, is one of the Producers of a new documentary recently filmed in Acapulco, Mexico.

Financial Advisor Matthew Zagula discusses how higher gas prices and inflation will affect your retirement and income planning.

Laura H. Stover, radio host and financial advisor, was recently featured in Forbes as one of America’s PremierExperts.

David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service.

As a member of the Board of Directors, Feldblum will help guide the policy and direction of the 900 member association.

Trading Jacks For Aces: Income Specialists Andrew Costa and Grant Conness Meet New Challenges With a New Wealth Management Structure

IBS Financial Group is happy to announce the expansion of their investment fiduciary support to include ERISA 3(38) fiduciary services.

Jack Teboda, financial and retirement planning expert, was recently featured in Newsweek as one of America’s PremierExperts.

Jammie Avila, financial and retirement planning expert, was recently featured in Newsweek as one of America’s PremierExperts.

Reid Abedeen, wealth management and financial planning expert, was recently featured in Forbes as one of America’s PremierExperts.

Selena Passeno, a resident of Lenox, was recently selected to join Michigan Financial Companies as a financial representative.

Financial Advisor Matthew Zagula offers information about trusts - helping others understand how they can better direct their estate and protect their assets.

Roger Rekate, wealth management and retirement planning expert, was recently featured in Newsweek as one of America’s PremierExperts.

Linium’s Vice President, Sean Bernhoit, will present a complimentary webcast entitled Project-Based Planning Made Easy with Oracle Hyperion Project Financial Planning on Friday, March 1st, 2013.

The Financial Planning Association of New Jersey (FPANJ) selects Hurricane Sandy New Jersey Relief Fund to help long-term recovery efforts.

Harry Dent writes a financial newsletter and is the author of several best selling books. Dent has become famous for predictions he made in the past regarding Japans economy and the Dow.

The Financial Planning Association of New Jersey (FPANJ) awards annual honors to its members at annual event.

Linium’s (www.linium.com) webcast, entitled Reducing Uncertainty in Your Budgeting & Forecasting with Variance-Based Planning, is now available for viewing.

DreamWorks Capital Management LLC changes its name to TAMMA Capital LLC. TAMMA Capital, Personalized Investing for Your Future

As Membership Director Harris will focus on growing the membership base for the FPA of MA.