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294 news stories found
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April 7, 2014
ClearWealth Pre-Retirement Program helps pilots prepare for retirement.
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November 20, 2013
LPL Financial aids individuals in planning for their financial futures
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July 10, 2013
Career shift from healthcare to financial services pays off in dividends for Wendy S. Markey
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May 24, 2013
Tour operator, an AARP Travel provider, seeks Possibility Leaders committed to one of four trip themes.
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Press Release
April 13, 2013
The Red Bank, New Jersey Jazz Arts Project has named long-time supporter and financial services expert Robert J. Tuzzo to its Board of Directors.
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Press Release
March 8, 2013
With 30 years of expertise in providing financial and retirement planning software for tax and financial advisors, the 2013 version of ExecPlan Express will include new enhancements and all of the changes in the newly adopted ATRA for 2012.
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February 10, 2013
Michelle L. Ash, Managing Partner, Paragon Wealth Strategies, LLC, has earned the Chartered Advisor for Senior Living" (CASL) professional designation from The American College, Bryn Mawr, PA.
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Press Release
October 1, 2012
Creative Plan Designs, Ltd. (CPD), a leading independent retirement consulting firm, was honored with the 2012 Alfred P. Sloan Award for Excellence in Workplace Effectiveness and Flexibility.
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June 5, 2012
Christi Staib got her start helping widows and widowers adjust to their new financial situation
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May 31, 2012
Ms. Wilcox has done public speaking on financial services for women and retirement planning
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May 25, 2012
The current political stalemate will likely mean individuals and small business owners will face substantially higher taxes in the upcoming year from AMT to the expiration of the Bush era tax cuts to the new Medicare surcharge tax.
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March 22, 2012
A new survey commissioned by Lloyds TSB Private Banking has found the highest level of equity investment at any time in the past three and a half years
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January 18, 2012
Cities Digital, Inc., international provider of enterprise level document management solutions, and award winning reseller of Laserfiche ECM, has just recently been named an authorized reseller of Finance Logix solutions for financial advisors.
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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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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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