retirement planning
Asset Defense Team and Vast Solutions Group Do Joint Venture
SEATTLE, Wash. — Asset Defense Team and Vast Solutions Group, Inc. are pleased to announce their joint venture, AssetDefenseAdv.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The advanced platform is called “Einstein” and is currently in Beta 1.0….
Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today outlining provisions of the newly enacted SECURE 2.0 Act of 2022 (SECURE 2.0) that are likely to affect most medium to large retirement plan sponsors….
Southwestern Investment Group Celebrates 20th Anniversary
FRANKLIN, Tenn. — Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation’s fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding….
Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation
COLORADO SPRINGS, Colo. — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist….
Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill
ATLANTA, Ga. — 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….
Fairport Wealth Announces 2021 Community Beacon Recipient
CLEVELAND, Ohio — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, “The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families.”…
Tubbergen reports Recently Passed COVID Relief Bill May Threaten Your Retirement
GRAND RAPIDS, Mich. — 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….
PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm
JACKSONVILLE, Fla. — 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….
Gary W. Hansen Earns Retirement Income Certified Professional (RICP) Designation
LOVELAND, Colo. — Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services….
Peter Grandich and Company Teams with Major CPA Firm
SPRING LAKE, N.J. — 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”)….