Retirement and Estate Planning | Media Room

Press Release Feb 23, 2017

Life Insurance Settlements, Inc. Provides Free Quotes and Consultations

Press Release Feb 23, 2017

Rising Capital Associates Recognizes Employee, Jay Wehrenberg, for Helping Out the Most Customers in a Single Year

Top-Performing Employee is Recognized for His Hard Work and Dedication for 2016 Read More

Press Release Feb 21, 2017

Covisum Acquires PrairieSmarts' Risk Tools to Bring Enhanced Suite of Retirement Planning Tools

PrairieSmarts' risk tools to join Covisum's line up of Social Security Timing and Tax Clarity solutions for financial professionals Read More

Press Release Feb 16, 2017

Everplans Professional Launches Network Amplifier

New Feature Enables Financial Professionals to Grow their Business and Retain AUM Read More

Press Release Feb 14, 2017

Trust Builders to Introduce New Fiduciary-Focused Features at the T3 Advisor Conference

Two New Features Help Advisors Serve Clients in a Fiduciary Capacity Read More

Press Release Jan 31, 2017

RiXtrema's 401kFiduciaryOptimizer Brings Quantitative Analysis to Retirement Plans Enabling Advisors to Save Money for Plan Sponsors

Quantitative Research powers AUM growth for retirement plan advisors by demonstrably improving fiduciary practices Read More

Press Release Jan 12, 2017

North Star Senior Advisors Introduces a Simplified Way to Find Options in Senior Living

Press Release Jan 10, 2017

Fraser Allport Radio Show - Special Report: Social Security System Under Siege in 2017

On This Week's Show Fraser Discusses how the Social Security system is under siege as we begin 2017. Read More

Press Release Jan 9, 2017

Twin Creeks Senior Living Welcomes Executive Director and Marketing Director, Anticipates Opening in April of 2017

Press Release Dec 27, 2016

Listen to Fraser's Show This Week Titled: Not Too Late to Save on Your 2016 Income Taxes

Press Release Dec 16, 2016

The New 2017 Gold and Silver Maple Leafs Are Now Available at Bullion Exchanges

The latest issues in the industry best-selling and highly praised bullion series, the Gold and Silver Maple Leafs, will be released by the Royal Canadian Mint on December 7th, 2016. These fabulous coins are sought-after collectibles on the market due to their iconic maple leaf design and innovative bullion security enhancements. Read More

Press Release Dec 15, 2016

Life Insurance Settlements, Inc. Offers Professional Advice on Life Insurance Policies Prior to Holiday Season

Many Policy Owners are Unaware of Their Options When it Comes to Life Settlements Read More

Press Release Dec 15, 2016

Fraser Allport Announces His Month Long Series on iHeart Radio: How to Reduce Your Income Taxes for 2016

Press Release Dec 5, 2016

Join the Fidato Group and Adopt-a-Family for Christmas This Year

Strongsville Financial Planning Firm Spreading Goodwill to Help Families in Need, Expanding Efforts Third-Year in a Row Read More

Press Release Dec 1, 2016

Rising Capital Associates Announces 'Structured Settlements' Scholarship

Leading Structured Settlement Company Offers $1000 Scholarship to Undergraduate and Graduate College Students Read More

Press Release Nov 2, 2016

New Research from Cerulli Associates and Everplans Explores Relationship between Advisors and Client Heirs; Concludes AUM at Risk

Survey finds majority of advisors believe they will continue to manage their clients' money, even if they don't know the heirs. Read More

Press Release Oct 26, 2016

Teachers: Make Sure You Aren't Being Cheated Out of Social Security Benefits

Experts at Social Security Solutions discuss why teachers with non-covered pensions might be missing out on their Social Security benefits. Read More

Press Release Oct 25, 2016

Michael Maiorano Named President of TrueWealth

Michael Maiorano, CFP®, CPA/PFS, has been named president of the leading Atlanta wealth management services firm. Read More

Press Release Oct 18, 2016

The Fidato Group Exceeds Industry Benchmarks for Growth and Client Retention

Tony D'Amico, Company CEO, Attributes Success to Service Commitment, Client Retention and Expansion of Relationships Read More

Press Release Oct 5, 2016

Alliance Trust Company of Nevada Moves to the Financial Hub of Reno

Quickly-Growing Nevada Trust Company Relocates to Downtown Reno Read More

Press Release Aug 22, 2016

Michael Minson Earns Internationally Recognized Designation for Performance in Luxury Real Estate

Press Release Aug 17, 2016

GRP Advisor Alliance Announces Strategic Partnership With Alliance Benefit Group

Press Release Aug 16, 2016

One-Size-Fits-All Claiming Strategies Don't Work for Social Security

William Reichenstein, PhD, CFA, principal of Social Security Solutions, Inc., provided testimony to the United States Senate's Special Committee on Aging about smart Social Security claiming decisions for American couples. Read More

Press Release Jul 26, 2016

Simio Simulation Yields Insights Into Retirement Savings

Retirement Clearinghouse, LLC used Simio simulation software to reveal that widespread adoption of plan-to-plan transfers for small-balance accounts could generate more than $115 billion in new employer-plan savings for the current and next generation of plan participants. Read More

Press Release Jul 20, 2016

Award-Winning American Real Estate Investments LLC Streamlines Process for Investing IRA Funds in Booming Real Estate Markets

Press Release Jul 12, 2016

New Software Aims to Fill the Gap in Retirement Advice and Is Designated 2016 Finalist for the WealthManagement.com Industry Awards

Income Solver has been named a finalist in the Innovation category of the awards based on the software's ground-breaking approach to withdrawal strategies for retirement income. Read More

Press Release May 26, 2016

3 Tips for Buying Property Overseas

Three simple things to keep in mind when buying property overseas: 1. understand everything it will take to buy and live where you want to move to; 2. make sure that you know who will help you and be your support when you are overseas; 3. Find experts in the country you are moving to that can help Read More

Press Release May 26, 2016

Local Financial Advisor Receives Advanced Training From America's IRA Experts at Ed Slott and Company, LLC

2-Day Biannual Workshop Held for Members of Ed Slott's Master Elite IRA Advisor GroupSM to Train on Latest Retirement Account Planning Strategies, New Tax Laws and Guidelines for New DOL Fiduciary Rule Read More

Press Release May 17, 2016

Helena S. Mock Has Been Recognized Among the Top in Her Industry by the Expert Network©

The Expert Network celebrates its newest member, Attorney Helena S. Mock Read More

Press Release May 13, 2016

SpringShire Opens Newly Renovated Information Center in Greenville, NC - Introduces New Team Members

SpringShire Retirement Community announces the opening of their newly renovated Information Center on NC-43 North and the hiring of three team members to introduce this new community. SpringShire's Information Center will help visitors learn more about the community by viewing detailed architectural renderings of the types of homes, apartment homes and common areas that will be built. Read More

Press Release Apr 27, 2016

SafeGuard Guaranty Launches RetirementSavings.us

SafeGuard Guaranty Launches RetirementSavings.us - New Website Designed to Helping Consumers Learn About Savings for Retirement Read More

Press Release Apr 19, 2016

Imagine Yourself Living the Good Life in Talis Park in Sunny Naples, Florida

Realtor, Tina Deady profiles Talis Park, a country club style community in Naples, Florida, offering new construction and resale homes. The article focuses on real estate options, community amenities and background on the development team. It also offers links to a community map, active listings in the community, floor plans and market statistics for Talis Park. Everything you need to know. Read More

Press Release Apr 14, 2016

The PlanPlus 4th Annual Global Financial Planning Awards Opened April 1

PlanPlus announced the opening of the 4th annual PlanPlus Global Financial Planning Awards competition. This competition rewards excellence in financial planning and brings global recognition to three financial planners from three different regions of the world, to acknowledge their outstanding contributions to the industry. Read More

Press Release Apr 13, 2016

Ken Goodreau Joins WhaleRock Point Partners as Managing Director

Press Release Apr 12, 2016

Recently Announced Condos at Red Frog Beach, Panama Are Attracting Many Americans Ready to Move Internationally in Uneasy Sociopolitical Times

Press Release Apr 11, 2016

New Surveys Reveal Millennials Attitudes About Saving for Retirement

Not surprisingly, Millennials view of saving for retirement is a lot different than their parents. Read More

Press Release Mar 28, 2016

Beacon Point Marine Has Been Powering Memories for 25 Years

Press Release Mar 22, 2016

NAPA Recognizes Eric Mitchell in Top 50 Under 40

Association names Mitchell as one of nation's foremost 'Young Gun' retirement plan advisors. Read More

Press Release Mar 15, 2016

NTL Trust to Host Caribbean Citizenship Summit

The next event in Grenada, Dominica, and St. Lucia is scheduled for November 3-10, 2016. The Citizenship Summit in Antigua & Barbuda and St. Kitts & Nevis will take place May 1-9, 2017. Read More

Press Release Mar 11, 2016

PlanPlus Launches a Singapore Financial Planning Awards Competition

PlanPlus is pleased to announce the first annual PlanPlus Singapore Financial Planning Awards competition to recognize that country's top financial planners. Finalists will be recognized at the annual FPAS Financial Planning Day, with the overall winners moving on to compete in the PlanPlus Global Financial Planning Awards against other planners in the Asia Region. Read More

Press Release Mar 8, 2016

Stonecrest at Burlington Creek: - a Quality Living for Seniors in Kansas City

Retirement homes see it as our responsibility to provide the opportunities and inspiration for our residents to embrace senior living and thrive in their new life here with us. Read More

Press Release Feb 11, 2016

Entrepreneurs Acquire UK Cemetery as Lack of Burial Space Intensifies

Two prominent business people from the West Midlands have become the new owners of a Staffordshire cemetery in order to raise awareness of the spiralling cost of burials in the UK which, they claim, is a stealth tax on dying. Read More

Press Release Feb 11, 2016

Baby Boomers Get "Fit" to Retire With Help From Certified Coach, Kirtus Brutsman, CFP® AAMS®

As a newly certified Fit-To-Retire® coach, Kirtus Brutsman, now offers a systematic, holistic approach to help clients make the transition to a successful retirement. Using Fit-To-Retire's exclusive psychometrically-designed Readiness Assessment, Kirtus can measure a client's readiness and enthusiasm in financial and non-financial areas of retirement; followed by a customized Pre-Retirement Checklist and 100-Day Playbook to alleviate anxiety in all aspects of retirement. https://goo.gl/0bD84v Read More

Press Release Feb 2, 2016

Stonecrest at Burlington Creek: - Luxurious Accommodation for Senior Citizens

Stonecrest at Burlington Creek is a new assisted living and memory care community owned by Stonecrest Senior Living. Located in the Northland area of Kansas City, Missouri, the community anticipates breaking ground in summer 2015 and opening summer 2016. Read More

Press Release Jan 22, 2016

Foreign Workers Waive Millions

Press Release Jan 5, 2016

Stephen Kelley Releases Latest Book on Income Planning for a Secure Retirement

Stephen Kelley's latest book, "Tell Me When You're Going to Die and I'll Show You How Well You can Afford to Live" is a must-read for those wanting a financially-secure retirement. He examines many of the so-called 'truths' promoted by Wall Street and demonstrates their shortcomings in an era when living into one's 90s is becoming commonplace. Kelley, an income planning expert, stresses the importance of planning for the asset consumption years differently from the asset accumulation years. Read More