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281 news stories found
Press Release
June 29, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, sends us a reminder that retirement planning today is far different than it was several years ago.
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Press Release
May 26, 2011
As emerging markets grow there will be an increased demand for financial serves as well as personal financial planning software to meet the specific financial demands of consumers in India, Brazil, and China.
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Press Release
April 2, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, will conduct two financial seminars in May. May 5 with KGO radio's Len Tillem and May 12th with San Francisco radio's Brian Sussman. Both seminars are complimentary and open to the public.
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Press Release
March 26, 2011
The Federal Reserve's recent QE2 policy action may have initiated a cycle of inflation forcing financial advisors and consumers to re-evaluate their current and long term investment and retirement planning strategies.
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Press Release
March 18, 2011
Pat Vitucci, a Bay area independent financial advisor, and Len Tillem*, a Bay area estate planning attorney, will launch a "virtual seminar" available through the KGO Radio website. 1 hour financial seminar available beginning noon 4/1/11 - 4/3/11.
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Press Release
March 5, 2011
Consumers and professional financial advisors who are looking at practical tax and financial planning strategies for 2011 will need to begin crunching their numbers now in order to minimize their future tax liabilities for the next couple of years.
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Press Release
March 4, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, recently launched his second weekly radio program called "Sound Money- A Conservative Approach To Investing".
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Press Release
February 17, 2011
Professional financial advisors and estate planners will find that they will need to update their spread sheets or seek new software to address the significant challenges for managing their client's future estate tax exposure.
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Press Release
February 11, 2011
Vitucci & Associates is a Bay Area Independent Advisory Firm founded by Pat Vitucci.
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Press Release
February 4, 2011
As a leader in personal finance software for the professional financial services industry, the 2011 version of ExecPlan Express will include new features, software enhancements and all of the changes in the newly adopted federal tax laws.
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Press Release
December 22, 2010
These new tax law changes including a fix for AMT, a cut in the FICA tax and the extension of Bush era tax cuts may have a significant impact on consumers and professional financial advisors' end of year financial planning strategies.
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Press Release
December 8, 2010
Advisor Impact, Charles Schwab Advisor Services, and researchers at Texas Tech University today revealed results from the 2010 "Economics of Loyalty" survey.
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Press Release
November 21, 2010
Even if congress fails to act on the Bush era tax cuts, there are a variety of tax planning strategies to help reduce current and future tax exposure, the key though is that you need to act before the end of the year.
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Press Release
November 18, 2010
According to a consortium of financial professionals affiliated with Securities America, the real motivation to never retire may be fueled by the fear of giving up the comfort of a paycheck and having to begin to draw down retirement accounts.
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Press Release
November 4, 2010
In the new book, Plan of Action: Strategies to Help You Build and Preserve Wealth, nine financial professionals help Americans consider their financial future, begin making plans and explore the tools to help achieve their dreams.
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Press Release
October 28, 2010
ABG was named the winner of the Retail Retirement Income Communications Award sponsored by Investment News.
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Press Release
October 20, 2010
Financial advisor Pat Vitucci and KSFO AM560's morning anchor Brian Sussman have announced they will hold a financial investment seminar on Thursday, October 21 at 1p.m.. at the Concord Hilton in Concord, CA. Admission is free to the public.
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Press Release
October 16, 2010
Advisors, accountants, investors and consumers are now starting to learn about the significant tax increases with the new bill and are now looking at how to evaluate what can be done to minimize their exposure.
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October 15, 2010
A consortium of financial professionals affiliated with Securities America offer points to ponder when considering a Roth Conversion.
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Press Release
September 25, 2010
ExecPlan Express now supplements its affordable and easy to use personal financial planning software with free basic retirement calculator tools to help professional advisors as well as consumers with the most common financial planning questions
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