Financial Industry Press Releases

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PRweb: Written by liz ernst for Miami Retirement Planner Michael Ladin

Retirement Financial Advisor Michael Ladin Announces Personalized Retirement Plan Options for Baby Boomers

Ladin Financial Group has announced that it has adapted its boutique financial advisory services to meet the growing demand for non- traditional, more personalized service and product options to help clients plan for retirement. Recognizing the unique challenges today’s retirees face, Ladin Financial Group President Michael Ladin says he has adopted more creative investment, insurance and savings options to provide customized retirement planning at a time retirees need it most.
PRweb: Written by liz ernst for Chicago Financial Planner Dustin Javier

Dustin Javier, Certified Financial Planner, Announces Financial Services Focused on Chicago’s Filipino Community and its Unique Needs

Certified Financial Planner Dustin Javier, owner of Dean Johnson Advisory, LLC in Downers Grove, IL, announces financial and retirement planning services designed specifically for Chicago’s distinct Filipino population. Dean Johnson Advisory is the first financial consulting firm to focus on educating and empowering the Chicago-area Pinoy community by assisting families with retirement strategies, college planning and investing for financial growth.
PRweb:Written by liz ernst for Miami Retirement Planner Michael Ladin

New Blog from Miami Retirement Advisor Michael Ladin Examines the “401(k) Generation” Volatility Threat

America’s retiring Baby Boomers have begun withdrawing their nest egg cash from tax-deferred retirement savings plans like 401(k)s and IRAs at a rate that exceeds incoming contributions. This epic about-face after decades of steady expansion among retirement savings plan coffers should surprise no one; retirement was inevitable for America’s 76 million aging Boomers.
PRweb: Written by liz ernst for Financial Advisor Jeremy Keating and Capital Income Advisors

Estate Planning is Critical to Everyone, Not Just the 1 percent, According to New Blog from San Diego Retirement Planner Jeremy Keaton of Capital Income Advisors

In the latest chapter of his “The Retirement Formula: The Retiree’s Guide to What You Don’t Know” retirement advisory series, San Diego financial advisor Jeremy Keating of Capital Income Advisors(CIA) offers straight talk on estate planning strategies for all retirees—not just the 1 percent. Keating discusses the chapter in a new blog titled,"Estate Planning is not just for the very wealthy."
PRweb: Written by liz ernst for Financial Advisor Stewart Fields

New Blog from LPAG’s Stewart Fields Advocates Behavioral Finance Strategies for Retirees

The concepts of behavioral finance are fast becoming fundamental in a variety of professional and corporate environments, including retirement planning. The psychology of decision-making—what motivates people to make decisions, both good and bad—is the subject of a new blog from Lake Point Advisory Group’s Stewart Fields, a retirement and wealth management advisor who focuses on the long-term financial needs of retirees.
PRweb: Written by liz ernst for Rolek Retirement Strategies

Rolek Retirement Strategies Presents Retirement Planning Course at LaSalle University

Kyle Rolek CFP® of Rolek Retirement Strategies will be instructing “Retirement Planning Today,” an adult learning program and workshop to be scheduled at a variety of colleges in the Philadelphia area. The first program will be held in November at LaSalle University’s Bucks County Center in Newtown, Pennsylvania. Retirement planning in today’s economic environment poses challenges that most aging Americans don’t foresee. Through this formal adult learning program, Rolek—a certified financial planner—brings his expertise in retirement planning into the classroom to help re-retirees and newly retired individuals empower themselves to make informed decisions regarding their financial future.
PRweb: Written by liz ernst for Miami Financial Planner Michael Ladin

Miami Retirement Planner Michael Ladin Talks Life Insurance Strategies for Retirees in New Blog

Retirees can utilize life insurance to benefit themselves and their families in a variety of ways, according to Miami, Florida-based retirement planner Michael Ladin of Ladin Financial Group. In a new blog titled, “Life Insurance Strategies That Can Benefit Retirees,” Ladin discusses life insurance and the role it plays in providing a financial upper hand in retirement, as well as protecting heirs from losing inheritance money to taxes.
PRweb: Written by liz ernst for Jeremy Keating and Capital Income Advisors

New Blog by Retirement Advisor Jeremy Keating Targets Common Retirement Planning Mistakes

San Diego financial advisor Jeremy Keating of Capital Income Advisors( CIA) released a new blog titled, "Five Common Retirement Planning Mistakes You Don't Want to Make," focusing on common mistakes people make in their preparation for retirement, and offering common-sense tips to avoid making them. As the largest generation of retirees in U.S. history streams into retirement, they enter their golden years with uncertainties and challenges that no previous generation of retirees have faced. Most notably, baby boomers are the first generation to self-fund their retirement, after traditional corporate pensions were phased out in the late 1970s and replaced with employer-sponsored 401(k) savings plans.
PRweb: Written by liz ernst for Miami Financial Planner Michael Ladin

New Blog from Miami Retirement Planner Michael Ladin Spells Out Social Security Changes to Expect in 2017

Social Security beneficiaries will see a slight increase of 0.3 percent—about $5 monthly—in their Social Security payments in 2017. A new blog from Miami, Florida retirement planner Michael Ladin titled, “6 Social Security Changes that are coming in 2017,” breaks down the most notable changes that will affect Baby Boomers and retirees. Ladin focuses on six changes that he says will most affect beneficiaries, particularly the cap increase on the amount of workers’ earnings that will be subject to Social Security taxes in 2017.
PRweb: Written by liz ernst for financial advisory firm Retirewell

RetireWell’s Fiscal House Retirement Plan Strategy Opens to the Public

Financial Advisor and partner Travis Wolfe of RetireWell announces the launch of its Fiscal House Retirement Plan (FHRP), a portfolio construction blueprint to establish a comprehensive retirement plan that can endure the volatility of changing market climates. FHRP incorporates every element of the individual’s financial picture to focus on a customized retirement plan that fits their specific needs. The goal is to produce customized financial strategies that can help Baby Boomers and retirees
PRweb: Written by liz ernst for Wealth Management Advisor Chris Massenburg of Lake Point Advisory Group

Lack of Retiree Optimism Fixable for the First Generation of Self-funded Retirees

While confidence in the country’s economic outlook is generally positive among younger investors, optimism among retired investors plummeted sharply in the second quarter of 2016, according to poll results released in August. In a newly published blog titled, “Achieving Retirement Goals in a Stagnant Economy has Aging and Retired Americans Short on Optimism,” Wealth Management Advisor Chris Massenburg of Lake Point Advisory Group examines some reasons behind retirees’ gloomy outlook—and offers positive alternatives for navigating this new era in retirement.
PRweb: Written by liz ernst for Wealth Management Advisor Jeremy Keating

Retirement Advisor Jeremy Keating Reviews the Role of Insurance in Retirement Planning

In the latest chapter of his “The Retirement Formula: The Retiree’s Guide to What You Don’t Know” retirement advisory series, San Diego financial advisor Jeremy Keating of Capital Income Advisors (CIA) discusses the  important role insurance plays in retirement planning. In the retirement planning process, considering contingencies that can derail a retirement plan, either before, during, or after retirement, is critical to protecting one’s nest egg. Contingencies can include underperforming investments; an employer’s bankruptcy reducing an anticipated pension benefit; divorce; unemployment; medical expenses not fully covered by insurance; disability; the need for long-term care, or the death of a spouse.
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