retirement planning

March 14, 2019

Conte Wealth Advisors Opens Office in Tampa, Florida

TAMPA, Fla. — Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team….

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August 20, 2018

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

WASHINGTON, D.C. — 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 grown children to have positive, engaging and thoughtful conversations regarding their future retirement….

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March 16, 2017

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

KIRKLAND, Wash. — 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 more than negligible.”…

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July 15, 2016

Shopping for Long Term Care Insurance Easy — Plans Affordable

CHICAGO, Ill. — 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 401(k), 403(b), IRA and other assets….

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