Financial Industry Press Releases

written by liz ernst

Return to liz's website

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.

Estate Planning is not just for the very wealthy. You need estate planning too, no matter how little you think you have to leave behind

On the topic of estate planning, Warren Buffet once said: ”I want to leave my children enough that they feel they can do anything, but not so much that they do nothing.” Naturally, Mr. Buffet was making light of pretty weighty topic, especially for a man with a roughly $74 billion estate to plan for. But if you’re among the majority of middle class Americans who think estate planning is for people like Warren Buffet and not you, you have another think coming.

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.

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.

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.

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.

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."

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.

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.

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.

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

Wealth Management Advisor David Maxwell Speaks to Seniors About the “Baby Boomer 401(k) Generation” Volatility Threat

Retiring Baby Boomers are set to withdraw their nest eggs from tax-deferred retirement savings plans like 401(k)s and IRAs at a rate that exceeds new contributions to the plans, after decades of expansion. This shift—from the $14 trillion in growth these plans cultivated over the past 40-50 years, to their recent stasis and decline caused by sudden and substantial outflow and sluggish inflow—could foreshadow future volatility, and turn the U.S. retirement industry upside down. The government stands to collect more than $2 trillion in federal tax dollars from these withdrawals, even if the money comes out at the relatively low marginal income tax rate of 15 percent.

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.

Wealth Management Advisor Aaron Boyce Helps Investors Navigate Election Year Volatility

Lake Point Advisory Group Wealth Management Advisor Aaron Boyce says pre-retirees and retirees are already worried out about outliving their nest egg savings, and fears about election year market volatility aren’t helping matters. In a recent blog Boyce published titled, “3 Steps to Helping Pre-retirees and Retirees Achieve Financial Peace of Mind Despite Election Year Volatility,” he looks at historical patterns in election year volatility and offers practical strategies for investors to stay above the fray.

Shift from Growth to Income in Retirement is the Focus of New Lake Point Advisory Group Radio Program

Financial Advisor Jonathan Lawton of Lake Point Advisory Group announces the launch of the Rockwall, Texas-based firm’s new radio program, “Wealth Smart” on 660-AM The Answer, airing Sunday mornings from 7 a.m. to 8 a.m. The goal of the program is to reach out to the greater North Texas pre-retiree and retiree community weekly to provide information on strategies to achieve financial security and enjoy retirement comfortably. Making sure one never runs out of money during retirement can be a challenge. In the past, one simple solution was to buy an annuity that would pay a stream of income for the rest of one’s life, but Lawton says that annuities are only one component of the big picture. Creating a portfolio that shifts from growth to income at this stage of life is the goal, and that requires building an income-driven portfolio by leveraging asset classes that generate income for lifelong financial security.

Financial Advisor Jeremy Keating Adds Behavioral Finance to Retirement Planning Series

Jeremy Keating of Capital Income Advisors (CIA) has announced the latest installment to his “The Retirement Formula: The Retiree’s Guide to What You Don’t Know” retirement advisory program. This newest chapter focuses on the relatively new field of behavioral finance, and how it can be applied to retirement planning strategies to minimize the impact of volatile markets on a retirement income plan. Behavioral finance combines behavioral and cognitive psychological theory with conventional economics and finance to provide explanations for why people make the financial decisions they make, helping them identify mistakes they have made in the past and, ideally, avoid making them in the future.

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.

Financial Advisor Jeremy Keating and Capital Income Advisors to Host Retirement Planning Workshops in San Diego

Total Media Deliveries: 4,348 • Media Pickups: 236 • Full Release Reads: 1,368• In an effort to reach San Diego’s large audience of retirees and Baby Boomers nearing retirement, Financial Advisor Jeremy Keating and Capital Income Advisors (CIA) will launch a complimentary informational financial workshop series at the Fairmont Grand Del Mar Oct. 27, 28 and 29, 2015. The workshops will address subjects like tax and retirement income strategies for pursuing retirement goals.

Miami Retirement Advisor Michael Ladin Announces Plan to Help Retirees Understand Difference Between Fiduciary and Suitability Standards When Choosing a Financial Advisor

Total Media Deliveries: 3,590 • Online Media Pickups: 235 • Full Release Reads: •1,368 • Of the 10,000 Baby Boomers streaming into retirement daily across the U.S., few are prepared to navigate the complex financial services industry, and most will turn to a professional financial planner for retirement advice. Florida-based retirement advisor Michael Ladin of Ladin Tax and Financial Group has announced his mission to help pre-retirees understand a few basics—starting with knowing the difference between a fiduciary and non-fiduciary advisor—when they begin their search for the right

Financial Advisor Jeremy Keating Offers Complimentary Guide for Retirement Planning

Total Media Deliveries: 3,696 • Online Media Pickups: 240 • Full Release Reads: 1,033 • As America’s baby boomer generation streams into retirement, many are doing so without a solid retirement plan in place. Retirement nest eggs no longer come in the form of an employer-sponsored pension, as they did for previous generations, and when it comes to planning for an adequate retirement income, many aging Americans don’t know where to begin. For this reason, Jeremy Keating of Capital Income Advisors in San Diego is now offering a complimentary guide called, “10 Things to Know About Pla
Load More Articles