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Tag Archives | retirement planning

Press Release: Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill

ATLANTA, Ga., May 19, 2021 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans.

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Press Release: Tubbergen reports Recently Passed COVID Relief Bill May Threaten Your Retirement

GRAND RAPIDS, Mich., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.

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Press Release: PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm

JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

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Press Release: Peter Grandich and Company Teams with Major CPA Firm

SPRING LAKE, N.J., July 10, 2019 (SEND2PRESS NEWSWIRE) — Trinity Financial, Sports & Entertainment Management Company, a division of Peter Grandich and Company, announced today that it has teamed with the Sports & Entertainment Division of one of the largest CPA firms in the Tri-State Region, WithumSmith+Brown, PC (“Withum”).

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Press Release: Chartered Retirement Planning Counselor shares how to engage your grown kids about preparations for their own retirement

WASHINGTON, D.C., Aug. 20, 2018 (SEND2PRESS NEWSWIRE) — In his compact new book, “Parent’s Guide to Your Child’s Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children” (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your adult children to have […]

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Press Release: It’s Tax Time, and Millions Could Miss Sizeable Deductions for Long-Term Care Insurance, ACSIA Partners Says

KIRKLAND, Wash., March 16, 2017 (SEND2PRESS NEWSWIRE) — If you’re considering long-term care insurance, or already have a policy, “Tax time is a good time to look for help from Uncle Sam,” says Denise Gott, CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies. “And the help you get could be […]

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Shopping for Long Term Care Insurance Easy — Plans Affordable

CHICAGO, Ill., July 15, 2016 (SEND2PRESS NEWSWIRE) — More people than ever are looking at ways to safeguard their future retirement income from the financial costs and burdens of Long Term Health Care, says Matt McCann, a nationally known expert on Long Term Care Planning. These costs can have a dramatic impact on a person’s […]

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