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Tag: retirement

  • Goldco Precious Metals Named to Inc. 5000 Fastest Growing List for Third Straight Year

    Goldco Precious Metals Named to Inc. 5000 Fastest Growing List for Third Straight Year

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    Press Release



    updated: Aug 29, 2017

    Goldco Precious Metals is pleased to announce that Inc. Magazine has ranked Goldco #670 on its annual Inc. 5000 list of the 5,000 fastest growing private companies in the United States.

    This marks the third consecutive year that Goldco has made the Inc. 5000 list of fastest growing private companies. Goldco debuted on the list in 2015 as the 16th-fastest growing private company in the nation and the 7th-fastest growing private company in the Los Angeles area.

    “At Goldco we want to make sure that our clients have every opportunity to maximize the value of their savings…”

    Dwight Flenniken, Executive VP of Marketing

    “The fact that we have made this list three years in a row is a testament to the quality service we provide to our clients,” said Trevor Gerszt, Goldco’s CEO. “Our clients understand the importance of diversifying their portfolios with precious metals, and they know that Goldco will work with them to protect their hard-earned assets.”

    Goldco remains the 3rd-fastest growing precious metals company and the 2nd-fastest growing precious metals IRA company in the United States.

    “Maintaining our growth in a market as competitive as precious metals isn’t easy. But our focus on customer service ensures that our customers keep coming back to us, and that they recommend us highly to others,” said Howard Aronson, Goldco’s Executive Vice President for Sales and Marketing.

    Goldco’s latest endeavor is the development of CoinIRA, one of the nation’s first Bitcoin IRAs. CoinIRA allows its customers to tap into the meteoric growth in value of cryptocurrencies by allowing them to invest in Bitcoin. The company hopes to benefit investors even further by expanding its investment options to include other digital currencies such as Ethereum and Litecoin.

    “At Goldco we want to make sure that our clients have every opportunity to maximize the value of their savings. That’s why we’re excited to offer this new opportunity for investors to maximize their return on investment by taking advantage of the exponential growth in cryptocurrencies,” said Dwight Flenniken, Goldco’s Executive Vice President for Marketing.

    About Goldco

    Founded in 2006, Goldco is ranked as the nation’s top retirement service company for gold and silver IRAs. The company specializes in wealth and asset protection, offering a range of retirement investment accounts including traditional and self-directed IRAs, as well as IRA and 401(k) rollovers. Goldco’s exceptional growth reflects the increasing desire among Americans for retirement options that offer a high degree of protection from market instability. To learn more about how to protect your retirement accounts, please visit goldco.com or call (855) 465-3472.

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    Source: Goldco Precious Metals

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  • New Personal Investment Firm Looks to Create Millionaires of Tomorrow

    New Personal Investment Firm Looks to Create Millionaires of Tomorrow

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    Press Release



    updated: Aug 22, 2017

    David Millar, MBA, began looking at his retirement investment options and decided something had to change with the status quo. The financial landscape for early investors is vastly different from that of previous generations. To help new and young professionals meet and exceed their financial goals in today’s economic environment, Millar founded Motivesting, a lifestyle financial analysis and planning services firm.

    Millar said his belief that commission-based advising impacts both integrity and objectivity was the driving force behind his decision to become a fee-only fiduciary.

    At Motivesting, we don’t get paid commissions and incentives by insurance companies, ETF’s, mutual funds, or brokerage houses to sell their products to our clients. As fee-only fiduciaries, Motivesting is legally obligated to put client interests ahead of our own.

    David Millar, MBA, President

    “At Motivesting, we don’t get paid commissions and incentives by insurance companies, ETFs, mutual funds, or brokerage houses to sell their products to our clients,” he said. “As fee-only fiduciaries, Motivesting is legally obligated to put client interests ahead of our own.”

    Millar said Motivesting advisors sign a Fiduciary Oath to always work in a client’s best interests, and is a member of XY Planning Network, the leading organization of fee-only financial advisors who specialize in working with Gen X, Gen Y and Millennial clients.

    “Young professionals are our future, and being able to help them recognize and secure their own financial prospects through investments, planning, and strategy is something I am honored to do,” Millar said. “I am so excited to follow my passion in establishing an opportunity to grow the future.”

    For more information visit www.Motivesting.com or @Motivesting on Twitter.

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    About Motivesting

    Founded in 2017 by David Millar, MBA, Motivesting is a fee-based fiduciary providing financial planning services to next-gen investors. Convinced commission-based consulting impacts both credibility and objectivity, Motivesting advisers don’t get paid commissions or incentives by insurance companies, ETFs, mutual funds, or brokerage houses. As fee-only fiduciaries, Motivesting advisers sign a Fiduciary Oath and are legally obligated to put client interests ahead of their own. Motivesting is a member of the XY Planning Network, the leading organization of fee-only financial advisors who specialize in working with young investors.

    Media Contact:

    Ira M. Gostin​
    120 West Strategic Communications
    775-525-9371​
    ​ira@120west.biz

    Source: Motivesting

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  • CIEBA Board Appoints New Executive Director, Dennis Simmons

    CIEBA Board Appoints New Executive Director, Dennis Simmons

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    Press Release



    updated: May 10, 2017

    The Committee on Investment of Employee Benefit Assets (CIEBA) announced today that Dennis Simmons has been appointed by the CIEBA Board as their new Executive Director. Mr. Simmons joins CIEBA with over 20 years of government policy, legal and plan administration experience working with all types of employee benefit plan sponsor clients, most recently at Vanguard, the Malvern, Pennsylvania-based mutual fund provider.

    “The CIEBA Board is very excited to have Dennis join us at such an important time in CIEBA’s history,” said Andrew T. Ward, CIEBA’s Chair. “CIEBA has a growing membership of plan fiduciaries who oversee over $2 trillion on behalf of 15 million hard-working retirement plan participants. CIEBA’s voice will be critical as important fiduciary and tax changes are being considered by the new Administration. Dennis’ advocacy experience will help CIEBA maintain a strong presence as new public policies directly impacting plan fiduciaries and their participants are contemplated.”

    Mr. Ward also noted that “CIEBA member firms put a huge value on the ability to tap into a tremendous network of fellow plan investment fiduciaries and experts to help them serve the retirement needs of their plan participants. Dennis’ decades of experience working with all types of plan sponsor companies will be a valuable resource in helping CIEBA members navigate the complex set of issues and challenges they face.”

    “I’m excited to help CIEBA continue to bring the voice of the fiduciary to the table during these important times,” Mr. Simmons said. “I’m also excited to help CIEBA’s members meet their obligations to plan participants. CIEBA’s membership is a tremendous group of extremely dedicated professionals who are each day fulfilling their fiduciary responsibilities. The members have so much to share on important issues with policymakers and with other CIEBA members.”

    Mr. Simmons will succeed Ray Kanner, the former CIO at IBM who has been serving as Acting Executive Director. “CIEBA’s growth under Ray and the important contributions he has made are so appreciated by the CIEBA Board,” Mr. Ward said. “We thank Ray for all of his contributions.”

    “We’d encourage anyone who works with benefit plan investments to consider joining up with CIEBA to take advantage of the world-class network of investment fiduciary plan sponsors,” Mr. Simmons said. “We’d be glad to talk to anyone who is interested in discussing our mission and values for strengthening the private sector retirement system and enhancing retirement plan investment management effectiveness.”

    Mr. Simmons can be reached at Dennis_Simmons@CIEBA.org.

    Press Inquiries

    Please contact: Aaron Marks, CIEBA Public Policy Coordinator, at: amarks@CIEBA.org or 202-861-6634

    About CIEBA:

    CIEBA members are the chief investment officers of more than 100 of the Fortune 500 companies who individually manage and administer Employee Retirement Income Security Act (ERISA)-governed corporate retirement plan assets. CIEBA members voluntarily sponsor plans and manage almost $2 trillion of retirement assets on behalf of 15 million participants, representing a very significant portion of the largest private defined benefit and defined contribution retirement plans in the US.

    As the largest organization of corporate pension investment officers, CIEBA represents the interests of employee benefit plan sponsors before legislators, Congress, regulators, and the media. Since 1985, CIEBA has provided a nationally recognized forum and voice for corporate pension plan sponsors on investment and fiduciary issues.

    Source: Committee on Investment of Employee Benefit Assets

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  • Goldco Announces Exclusive Offer for Eligible Investors

    Goldco Announces Exclusive Offer for Eligible Investors

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    Press Release



    updated: Apr 11, 2017

    The month of April is a time of chaos and stress for many taxpayers. April 15th is just around the corner; it is essential to make contributions to your IRA before its deadline.

    With stock market volatility and fear of the market bubble that is expected to burst, an increasing number investors are steering away from paper backed assets and moving towards precious metals like gold and silver to provide a hedge against inevitable economic crisis.

    If you act today:
    Goldco is providing an exclusive offer to those who invest in a new Gold IRA before April 15.

    This exclusive offer will not be available for long. The deadline is April 15. Qualifying members will receive up to $3,000 in free silver coins for rolling over their IRA or 401(k) into gold or silver.

    It is important to open a Gold IRA before this deadline. By doing so, qualified investors maximize their potential for success by making a contribution of up to $6,500 (depending on age) for the prior year.

    “We are getting so many phone calls from investors who are wary of the market’s volatility levels. Our goal is to get as many people as possible on the safe side before it’s too late,” says Trevor Gerszt, CEO of Goldco.

    Rolling over a current IRA or 401(k) into a safe haven asset is the smartest decision investors could make, especially with the situation the markets are in today.

    The volatile stock markets are a continual concern for investors. More Americans are looking to protect their financial future by investing in a Gold IRA. There’s no better time to act than today while this limited time offer still lasts.

    About Goldco
    Goldco is ranked as the nation’s top retirement service company for Gold and Silver IRA. In 2015, they ranked number 30 on the Los Angeles Business Journal’s list of 100 Fastest Growing Private Companies in Los Angeles County. This exceptional expansion greatly reflects the increasing desire among Americans for retirement options that offer a high degree of protection from market instability.

    To learn more information on how to protect retirement accounts, please visit www.goldco.com or call  (855) 465-3472.

    Source: Goldco

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  • Goldco and Ron Paul Announce Exclusive Partnership

    Goldco and Ron Paul Announce Exclusive Partnership

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    Ron Paul is going to be working alongside the Goldco team to continue educating investors on the importance of protecting your hard earned IRA and 401(k) accounts.

    Press Release



    updated: Mar 15, 2017

    Goldco and Ron Paul are proud to announce an exclusive partnership making Dr. Paul the chief ambassador for the Goldco brand.

    Ron Paul is going to be working alongside the Goldco team to continue educating investors on the importance of protecting your hard earned IRA and 401(k) accounts.

    “We couldn’t have found a better fit than Dr. Ron Paul because his views strongly exemplify our mission here at Goldco; that is to protect hardworking Americans from devastating financial losses caused by inevitable economic downfalls,” says Trevor Gerszt, CEO of Goldco.

    About Ron Paul
    Ron Paul is America’s top voice for liberty, prosperity and peace. As a former member of the U.S. House of Representatives, Dr. Paul is a longtime proponent of the gold standard, constitutional government, low taxes, free markets and a return to sound monetary policies. He ran for President of the United States three times: as the Libertarian Party nominee in 1988 and as a candidate in the Republican primaries of 2008 and 2012.

    Dr. Paul chose Goldco as the only Gold IRA company he trusts, because as he states, “Goldco’s team of representatives portray a high level of professionalism and work ethic; they would never push a sale that they don’t believe is in the best interest of their customers.”

    “I can’t think of a better person to represent Goldco than Ron Paul. I am really looking forward to this partnership,” says Dwight Flenniken III, EVP of Marketing.

    Blake Skadron, Director of Sales adds, “I have great respect for him and am thrilled to be working alongside him to continue protecting our clients’ financial future.”

    About Goldco
    Goldco is ranked as the nation’s top retirement service company for gold and silver IRA. In 2015, they ranked number 30 on the Los Angeles Business Journal’s list of 100 Fastest Growing Private Companies in Los Angeles County. This exceptional expansion greatly reflects the increasing desire among Americans for retirement options that offer a high degree of protection from market instability.

    To learn more information on how to protect your retirement accounts please visit www.goldco.com or call  (855) 465-3472.

    Source: Goldco

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

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

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    Press Release



    updated: Jan 12, 2017

    North Star Senior Advisors, which provides senior living placement at no cost to seniors and their families, is pleased to announce the launch of its newly revamped website. The newly upgraded website offers easy and transparent access to assisted living, memory care, and adult family care homes in Central Florida. The website also provides essential information about each community to include their cost, features, amenities, and pictures as well as upcoming healthcare events and local senior resources. 

    The improved functionality of the website aligns well with the company’s mission to offer support and guidance through your transition into senior living. We’ll explain the process, provide an overview of senior living communities and accompany you on tours to ensure that you find that perfect new home.  The new website went live January 1st and can be viewed here: http://www.northstarsa.com/.  North Star Senior Advisors website will be updated on a regular basis with different specials and pricing going on as well as an update on all upcoming health care events in the community. Visitors are encouraged to explore the website to learn about how to sign up for senior resources and guidance on senior living from the team here:  http://www.northstarsa.com/contact/.

    “Our team is very excited about the new launch of our website. It is designed to make locating a senior living community easier for our clients based on their budget, location, cost and level of care. It has an Airbnb feel just like when you are searching for a hotel and looking for specific amenities and features, you can now do the same for senior living through our enhanced website.”

    About North Star Senior Advisors

    North Star Senior Advisors is serving the greater Central Florida community and growing. We provide free expert guidance to families looking to find senior living for a beloved family member. Assisted Living communities in Florida and retirement communities in Orlando are numerous, and the task of finding your loved one the ideal new home environment can be stressful. We provide a guided path to senior living by locating communities to meet your needs and expectations. Our complimentary and personalized service eliminates the stress of searching multiple communities on your own. An experienced senior advisor will locate the right home for your loved one.

    Source: North Star Senior Advisors

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

    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


    Oct 26, 2016

    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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