Veterans Financial Services, Inc., is Pleased to Announce that Robert Dolan, a Retired Veterans Administration Service Center Manager, Has Joined Our Staff
(ContentDesk) June 21, 2006 -- Veterans Financial Services, Inc. (VFSI), of 525 West Chester Pike, Havertown, Pennsylvania is pleased to announce that Robert Dolan will be joining our corporate team. Robert brings 32 years of experience at the Veterans Administration to VFSI.At the Veterans Administration, Robert Dolan worked as a Service Center Manager for the past 13 years. His center managed benefits for over 100,000 families and managed annual payments of over $64 million dollars.Veterans Financial Services, Inc. works with residents of over 400 assisted living communities nationwide to help them qualify and apply for Veterans Pension benefits from the VA.
VFSI's team has over 150 years of combined expertise in the areas of Veterans Benefits, Estate Planning, Financial Planning, Long Term Care, and Medicaid Planning.Brian Newmark, from Veterans Financial Services, Inc., said, "I am excited to have someone on our staff who brings so much inside experience from the VA. We have years of outside experience helping thousands of families with benefits through our VA certified Claims Agent. I am sure that the newest addition to our team completes our development."John Wight, from Veterans Financial Services, Inc. added, "We get a lot of families calling with very difficult situations; we are confident that Bob will be able to help immeasurably with these cases."Robert Dolan added, "I think this will be a great opportunity for me to use my thirty-plus years of knowledge and experience to continue helping veterans and their families."For more information about Veterans Financial Services, Inc., please call 1-800-835-1541 or 610-789-7810, or visit us at www.veteransfinancial.com..
Retirement Planning Tools Give Dangerous Advice
(ContentDesk via ContentDesk Direct) February 12, 2006 -- Most retirement planning tools offer dangerous advice to retirees seeking to determine how much they can withdraw each year from their stock portfolios, according to a four-year research project. Rob Bennett, founder of the Financial Freedom Community (a group of Internet discussion boards), today announced the launch of an effort to bring the community's findings to the attention of retirees before the flaws in the retirement planning tools cause millions of busted retirements. Thousands of the worlds best savers and investors--middle-class workers who achieve financial freedom in their 40s or 50s--have studied this question in great depth, said Bennett. All of the evidence points to the same conclusion--most retirement planning tools are gravely flawed. The flaw is that most retirement planning tools identify a single withdrawal rate as safe. For example, a retirement planning...
Retirement Planning Tools Give Dangerous Advice
Financial planning > Retirement Planning Tools Give Dangerous Advice
Ameriprise Financial Launches New Homepage
Minneapolis, MN (ContentDesk) March 17, 2006 -- Ameriprise Financial has launched a new homepage designed to help users find financial planning information more rapidly. Focusing heavily on the customer experience, the new homepage offers a more effective design that engages users and helps them easily find information and tools to aid in the financial planning process.
The new Ameriprise Financial homepage also features more information about working with an Ameriprise financial advisor, including an easy to use financial advisor locator.Ameriprise Financial, Inc. is a leading...
Financial planning > Ameriprise Financial Launches New Homepage
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Troy, MI (ContentDesk) October 27, 2004 -- Mary Ann Golin CFP?, CRPC, a leading Financial Expert & Advisor, breaks from Merrill Lynch to launch GOLIN CONSULTING, LLC, an Expert Witness and Financial Planning Services company headquartered in Troy, MI, offering its services throughout the United States.Since the beginning of her career in 1981, Golin boasts an unblemished CRD as a Financial Consultant and Branch Manager, and has served as an NASD Arbitrator since 1988 and Chairperson since 1996, is a member of the Financial Planning Association, and is a distinguished MENSA member."The ability to analyze the investment at issue, provide information as to the rules violated, and appropriately assess the damages is what both counsel and client look for in an Expert Witness." Says Golin.With extensive court experience and legal knowledge, Golin Consulting provides claimants and respondents with expert witness services during securities & investment litigation, arbitration and mediation with...
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Financial planning > Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Asset Planning Strategies Launches New Web Site
Bingham Farms, Mich. (ContentDesk) May 25, 2006 Asset Planning Strategies (APS), a Michigan branch agency of First Allied Securities and the investment advocate of estate, tax, financial planning and money management services to the Great Lakes region, announced today the launch of a redesigned corporate Web site at www.assetplanningstrategies.com.
The new APS Web site contains information on all of the firms services including retirement planning, tax planning, estate planning, money management, and 401(k) rollovers. Clients and prospects will find valuable resources at the new site such as upcoming workshop schedules, financial calculators, and information-packed newsletters and articles.The new Web site will communicate future topics and invited guests on the Asset Planning Strategies sponsored radio broadcast show Your Money & Ken Stern, which airs on WJR 760 AM every Saturday afternoon. The new site...
Financial planning > Asset Planning Strategies Launches New Web Site
Fee-Only Financial Planning
Dallas/Fort Worth, TX (ContentDesk) August 5, 2005 -- So you are looking for an objective financial planner or advisor?
You have read the articles and are convinced that you want to work with a financial professional that does not work for commissions but instead works for you.
While it may seem like a straightforward request, the vast array of financial terms can lure you to an advisor that on the surface appears to work for fees as opposed to commissions, but as you dig deeper you may find that this fee advisor may in fact work for both fees and commissions or simply just for commissions.The regulatory bodies that police the world of financial advisors have left great latitude as to what terms financial advisors use to describe themselves and their services.
As a result, a great number of consumers are finding that locating a true "fee-only" financial advisor is difficult.
In fact, over 600,000 individuals are licensed to sell financial products...
Financial planning > Fee-Only Financial Planning
First Financial?s New Online Trading Service Empowers Individual Investors
First Financial Design, Inc. has launched a new online trading service that allows customers to be personally involved in their stock market transactions without compromising on quality or safety.The service offers online trading for as low as $9.95 per trade. A unique aspect of the new service is the way it provides individual investors with access to a wealth of information and tools usually available only to professional traders and market makers. Clients can also opt for First Financial's personalized execution of their trades.First Financial's online trading software provides individual investors with access to sophisticated risk management and program trading tools, including a unique "Trailing Stop" feature, which works like an intelligent and dynamic Stop Loss order."Say you buy a stock at $25 and want to limit your risk to a 50-cent loss," explains McCulley. "Instead of placing a Stop Order at $24.50, you can place a Trailing Stop of 50 cents.
If the stock falls by 50...
First Financial?s New Online Trading Service Empowers Individual Investors
Financial planning > First Financial?s New Online Trading Service Empowers Individual Investors
Credit Cards Web Site Adds Form, Function, Features & Freebies
New York, NY (ContentDesk) March 29, 2006 -- FrankfordFinancial.com's Credit Cards site is more useful than ever. They have introduced 3 new areas of functionality that provide their customers with tools that encourage consumer credit education and a foundation for financial planning.The three main site features of the re-design are as follows:1. "The Financial Organizer". The Financial Organizer is a multi-purpose software tool that creates a foundation for personal, financial and estate planning matters. Writers and developers say the Financial Organizer was "inspired by Hurricane Katrina...We heard so many stories from friends, family and customers who; because they werent organized and prepared, lost all of their vital information.
They are now faced with the nightmare of having to start over and re-do all their financial, personal, medical and insurance information...this digital document is a solution for always being prepared and we hope our customers will find good use...
Credit Cards Web Site Adds Form, Function, Features & Freebies
Financial planning > Credit Cards Web Site Adds Form, Function, Features & Freebies
Financial planning
This page loaded in 0.02805 seconds.