retirement planning Latest News

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, says Spring is an excellent time to reevaluate and revise parts of your retirement plan.

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

Joel Helfer, Author of “57 Rules to Make the Most of Your Retirement Now,” Offers Seniors a Series of Comprehensive Strategies and a Process That Will Make the First Year and the Next 15-20 Years of Their Life Fascinating and Fun!

Stewart Miller, independent retirement financial advisor and President of Estate Financial Group, a financial planning company, offers three tips for individuals as they approach retirement.

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

Kyle Blackburn, President of Blackburn Financial Group, an Oklahoma Financial Consulting Firm, breaks down recent economic development.

Jack Phelps, founder of The Relaxing Retirement Coach, cuts through all the dogmatic beliefs about carrying a mortgage into retirement.

Jack Phelps, founder of The Relaxing Retirement Coach, discusses a very important step in The Relaxing Retirement Formula™.

Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, explain why now is the best time to look into a new investment allocation strategy that is designed with the challenges of the current economy in mind.

Bob Fugate, CEO and President of Retirement Financial Solutions, a financial planning company, explains how retirees can grow their money safely with no risk of stock market downturns.

Bob Fugate, retirement financial advisor and President of Retirement Financial Solutions, reveals his favorite strategies for keeping pace with rising costs.

Grant Conness and Andrew Costa, the Managing Directors of Global Wealth Management, explain a different approach to investing that might just work better in a flat market.

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, explains how retirees can still have a successful retirement in any economy – even this one.

Bob Fugate, retirement planning professional, was recently featured in Newsweek as one of America’s PremierExperts®.

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, explains the “Alphabet Soup” of retirement advisor certifications – what they mean, and which ones the consumer can trust.

April 16, 2013. 1st Choice Family Financial is announcing its major change in focus. CEO, William B. Bronson, takes the company into a focused prosperity direction, helping Texans with retirement plans that don’t rely on the stock market.

Robert Russell’s Rise to the Top of the Wealth Management Game is Most Aptly Summed Up With One Word: Meteoric

Tad Hill, financial and retirement planning specialist, is one of the Producers of a new documentary recently filmed in Acapulco, Mexico.

Steve Jurich, Retirement Coach, Founder of IQ Wealth Management, and Editor-in-Chief of MyAnnuityGuy.com™, was recently featured in CNBC.com as well as Newsweek and other online media outlets, including Yahoo!Finance, MarketWatch and many others.

Kyle Blackburn, business planning and finance expert, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many others.

Tad Hill, financial and retirement planning specialist, was recently featured in Newsweek as one of America’s...

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new financial advisor, Robert Zavell, AAMS, to the firm.

James L. Byrd, financial planning expert, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many...

Bradley Olson, “The Retirement Authority”, was recently featured in Yahoo!Finance as well as Newsweek and other major online media outlets, including CNBC, Reuters, MarketWatch and many...

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new registered representative, Andrew Lynch, to the firm.

Matt Golab, financial planner and investment advisor, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including MSN Money, Reuters, MarketWatch and many...

Michael A. Davis, ChFC®, RFC®, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many...

Matt Dicken, financial expert and coach, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, Bloomberg Businessweek, MarketWatch and many...

Jeannette Bajalia was recently featured in CNBC.com as well as Forbes and other major online media outlets, including Yahoo!Finance, Bloomberg Businessweek, MarketWatch and many...

Financial Advisor Ronald Gelok, was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on “The Consumer’s Advocate” TV...

Stewart Miller, independent retirement financial advisor and President of Estate Financial Group, a financial planning company, notes that millions of Americans are concerned about their...

Indexed Annuities have been around for nearly two decades and have been a rival to some of the oldest insurance products ever created.

Tampa FL -Chris Beard has joined IReverse Home Loans, as a reverse mortgage consultant.

Carol Schmidlin, retirement planning expert, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, MSN Money, MarketWatch and many...

Jack Phelps, founder of The Relaxing Retirement Coach, reveals the consequences of trying to be too...

Stewart Miller, independent retirement financial advisor and President of Estate Financial Group, a financial planning company, warns that without a long term plan, investors are vulnerable to short term...

Pelayo “Peter” Garcia, retirement income planning trusted advisor and infinite banking concept practitioner, was recently featured in Newsweek as one of America’s...

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...

The Secret of Positive Cash Flow Rx Arrives in North...

Kyle Blackburn, President of Blackburn Financial Group, an Oklahoma Financial Consulting Firm, notes that 2013 has been a year of great...

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

Stewart Miller, independent retirement financial advisor and President of Estate Financial Group, a financial planning company, notes that home sales have improved recently, but urges...

Maverick Funding, a licensed mortgage lender focused on outstanding service to its customers in 30 states, has landed at tenth among the Top 100 HECM Retail Lenders, according to a report by HECM World.

This past Friday, March 15th, 2013, a team of financial representatives at Capitol Financial Solutions, a local financial services firm in Raleigh, hosted a client appreciation event for the 2013 ACC Tournament.  William D.

March 20, 2013 - West Chester PA, Wilmington DE  B. Michael Shanley, president of Brandywine Valley Group announced today a series of informative workshops for April 2013.

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,...

A feature story about Bradley Olson, founder of Olson Wealth Advisory, was recently seen on CNBC.com as well as the online home pages of major publications such as Yahoo! Finance, The Boston Globe, The Cincinnati Business Courier, Los Angeles Business...

Matt Golab, founder, President and Chief Advisor of Aaron Matthews Financial Resources, has been helping clients navigate the sometimes tumultuous waters of retirement planning for over a decade.

Jeannette Bajalia, President of Petros Estate and Retirement Planning, was recently seen in Forbes with other leading professionals as part of a feature called “America’s PremierExperts® Presents: Forecasts & Strategies For the New Year &...

Robert Grace, Founder of Grace Tax Advisory Group, 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.