Tag: retirement planning

Retire Now America Partners With Transition Advisor Group

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Retire Now America, the country’s premier resource for retirement information, is pleased to announce their partnership with Transition Advisor Group, a Pennsylvania-based firm that works with individuals on preparing for retirement to maximize their finances throughout their semi-retired and non-working years

Press Release
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updated: May 23, 2017

Palm Beach, FL, May 23, 2017 (Newswire.com)
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Retire Now America, the country’s premier resource for retirement information, is pleased to announce their partnership with Transition Advisor Group, a Pennsylvania-based firm that works with individuals on preparing for retirement to maximize their finances throughout their semi-retired and non-working years. This key relationship will bring expanded expertise in dealing with challenging and evolving retirement issues to the Retire Now America audience.

Today’s Americans face issues and challenges more complex than previous generations: Stagnant incomes mean wealth has not increased and retirement accounts have suffered — Americans are saving less for retirement; threats to Social Security; growing federal deficits straining the government, affecting quality of life; and being ill-prepared for health care issues later in life. In each issue of its digital publication, Retire Now America addresses the top issues facing retirement today and provides real solutions people can start implementing today.

“Transition Advisor Group is excited to begin our new relationship with Retire Now America and join our mutual commitment to ensuring every American is prepared to confront the challenges retirement can bring today.”

June Oppman, Founder and President of Transition Advisor Group

“We are thrilled to partner with Transition Advisor Group and bring their expertise to our Retire Now America constituencies,” stated Jane Sinclair, editor of Retire Now America. “June and her team of professional and experienced advisors understand the evolving landscape of retirement issues facing our country today. Because of their depth of knowledge and experience, they will bring the most relevant, current and vital information and advice we want our audiences to have.”

“Transition Advisor Group is excited to begin our new relationship with Retire Now America and join our mutual commitment to ensuring every American is prepared to confront the challenges retirement can bring today,” said June Oppman, Founder and President of Transition Advisor Group. “We look forward to collaborating together to provide every person with what they need to know now for their future and current retirement needs.”

Access the current issues of Retire Now America here.

ABOUT RETIRE NOW AMERICA

Retire Now America, America’s leading retirement resource, is committed to providing comprehensive information in order for American families, their financial advisors, CPA’s and estate attorneys to make sound and prudent decisions. In these turbulent times, we all must be vigilant about our finances; it is our mission to provide quality content regarding retirement planning, finances, health and overall well-being for individuals to enjoy the achievements and benefits in retirement that a lifetime of hard work has given them.

MEDIA CONTACT: Tara Grier, 877-337-5500, info@retirenowamerica.com

Source: Transition Advisor Group

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May 23, 2017
Joshua Davis, CFP®, Establishes Davis Private Wealth, LLC

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Press Release
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updated: Apr 6, 2017

Wellington, FL., April 6, 2017 (Newswire.com)
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Joshua Davis, a certified financial planner and investment management expert, is branching out in creating his own private establishment, Davis Private Wealth, LLC.

The firm is dedicated to putting his clients’ interests first and provides an array of financial services such as portfolio management, retirement planning, estate planning, college saving, budgeting, tax planning, cash flow analysis, and company retirement plans.

In his previous firm, Joshua had worked on a team that managed $200 million worth of investments which speaks to the level of expertise he holds in his rightful field. Personally, Joshua has successfully received his MBA from the University of Florida as well as a B.S. in Finance from Azusa Pacific University. Joshua has also achieved the professional designation of CFP® (CERTIFIED FINANCIAL PLANNER™).

Joshua works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements and goals. His focus lays on assessing client needs through comprehensive financial devising and implementing strategies in order to achieve client goals.

Joshua founded the firm with the hopes of providing exceptional client services that only come with a boutique independent company. He is a proud member of the Financial Planning Association and the Wellington Chamber of Commerce, and is continually serving clients throughout South Florida.

For anyone looking to make financial decisions for his or her future, and for anyone looking for industry expert advice, please call Joshua S. Davis at (561)-284-8999 for a free consultation.

About Joshua S. Davis, CFP®

Joshua Davis is a financial planner, providing clients with tailor and bespoke financial assistance. Davis’ wealth management strategies encompass a multidisciplinary approach to money management. Joshua is dedicated to helping clients gain control of their financial lives by providing professional investment management. Through comprehensive planning, Joshua provides professional and individualized financial assistance to you, your family, or your business.

For more information, please visit http://www.davisprivatewealth.com/ or e-mail Josh at josh@davisprivatewealth.com or call 561-284-8999.

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Source: Davis Private Wealth, LLC

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April 6, 2017
Rising Capital Associates Recognizes Employee, Jay Wehrenberg, for Helping Out the Most Customers in a Single Year

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Press Release
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updated: Feb 23, 2017

Delray Beach, Florida, February 23, 2017 (Newswire.com)
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Rising Capital Associates, a leading structured settlement purchaser and annuity buyer, is paying tribute to a top-achieving employee within the company. Jay Wehrenberg was recognized for helping out the most amount of customers in a single fiscal year.

Jay worked one-on-one with his clients to come up with strategies that ensured their money was utilized in the best possible way. He assisted a customer in starting his own food truck business through opting for a cash settlement. Jay also helped a customer expand a family-run business in where the customer required additional monetary help in order to bolster the operation.

When an individual opts for a structured settlement, he or she is deciding to spend funds alternatively. This is especially wise for those who want to invest the funds into something that they’ve always wanted, or assist in paying off outstanding debt. Structured settlements are also very helpful when it comes to funding retirement and assisted living accommodations.

For those looking to sell their structured settlement and want the most helpful advice on the marketplace, contact Rising Capital Associates today for a free quote by visiting http://www.rcapitalassociates.com/ or calling 866-444-5061.

About Rising Capital Associates

Rising Capital Associates has over 30 years of combined industry experience in the life settlement market. The company focuses on working with you to find a solution that meets your financial needs. They help customers with structured settlements and annuity purchasing, and have a 100 percent satisfaction guarantee. Rising Capital Associates is dedicated to providing clients with the best lump sum purchase for your structured settlement, annuity, or lottery payment.

For more information, please visit http://www.rcapitalassociates.com/ or call 866-444-5061.

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Source: Rising Capital Associates

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February 23, 2017
Teachers: Make Sure You Aren’t Being Cheated Out of Social Security Benefits

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

Press Release
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Oct 26, 2016

Leawood, KS, October 26, 2016 (Newswire.com)
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All too often, teachers with non-covered pensions are told that they don’t qualify for Social Security benefits. In many cases, this is not accurate because most teachers have worked some number of years in “covered” jobs where Social Security taxes were either withheld or paid on their behalf.

“There is a great deal of misinformation around non-covered pensions and Social Security for teachers that leads to many teachers not claiming all the Social Security to which they are entitled,” said Robin Brewton, COO, Social Security Solutions, Inc. “We want to close the knowledge gap.”

By not claiming Social Security benefits, many teachers could be losing tens of thousands of dollars in retirement income to which they are entitled. Teachers can learn more about non-covered pensions and Social Security by viewing this complimentary webinar.

About Social Security Solutions, Inc.

Headquartered in Leawood, KS, Social Security Solutions, Inc. (www.SocialSecuritySolutions.com) delivers advice and education about Social Security benefit claiming strategies to consumers and financial professionals. Social Security Solutions, Inc. leverages its expertise, research and technology to help individuals determine the best strategy for collecting benefits in line with their overall retirement goals.

Source: Social Security Solutions, Inc.

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October 26, 2016