Search News by Tag: financial planning
485 news stories found
Press Release
April 16, 2013
Mr. Escudier holds a Master of Economics and is a Six Sigma Green Belt
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March 13, 2013
With 30 years of expertise in providing tax planning software for financial professionals, the free 2013 TaxMode app available at the Apple Store, Google Play and Windows Marketplace now includes all of the changes in the newly adopted ATRA for 2012.
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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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November 28, 2012
New research to improve service and spare parts planning for the multi-billion dollar aerospace, automotive, high tech, and utilities markets.
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November 27, 2012
Locust Capital Management and Augustine Repetto were again recognized by Medical Economics Magazine in their 2012 survey of the Best Financial Advisers for Doctors. Gus is in an elite group of advisors in the US with this designation!
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November 21, 2012
With its newest release, Sawhney Systems has created a class leading tool that will have app developers and consumers rethinking mobile devices and how they can improve their personal productivity.
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November 20, 2012
F.J. Velten & Sons, Inc., the Tampa-based financial services company, is now a one stop shop for all of an individual's financial needs, whether it be investments, financial planning, annuities, estate planning, insurance or tax services.
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October 29, 2012
EP Wealth Advisors has been named among the top financial advisory and wealth management firms by two of the leading financial industry publications.
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October 26, 2012
Largest industry analyst technology innovation awards honor technology vendors.
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October 2, 2012
Atlanta wealth management firm Brightworth is pleased to announce new partners Kristen Johnson and Justin Husson.
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September 7, 2012
As the use of mobile devices spreads from personal to business uses, TaxMode income tax calculator for 2012 becomes the first of a new revolution of tax planning apps for consumers and financial professionals with a focus on personal productivity.
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September 6, 2012
Broadens Management Depth with Over 20 Years of Personal and Corporate Tax Compliance and Advisory Experience
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August 14, 2012
Brightworth is pleased to announce that the firm's President and Chief Operating Officer, Ray Padron, has joined the Board of the Georgia Chamber of Commerce.
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June 21, 2012
Arkovi announces seventh platform integration for social media archiving, compliance and monitoring.
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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 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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May 22, 2012
According to the Atlanta asset management group, Brightworth, increased risk means a wealth preservation plan should be in place and under regular review. In various stages of life these risks change and require appropriate planning.
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May 3, 2012
New Paraplanning service to delivers quality and compliant SoA's in a timely manner for financial advisers allowing for work life balance.
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April 26, 2012
Orlando bankruptcy firm Clark & Washington remind those facing bankruptcy in Orlando that Cyndi Lauper found success after filing for early career bankruptcy.
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