Tag: certified financial planner
Bill Losey, America’s Retirement Strategist®, publishes a new article giving eight helpful tips for planning your retirement. Wilton, NY. – January 10, 2011 – Bill Losey, author and retirement advisor and expert, recently gave his clients and readers eight helpful tips on planning for retirement. This article, found on his website http://www.BillLosey.com, titled “8 Tips […]
Written by admin on January 10, 2011
Brian Fricke, financial and retirement planning expert, is pleased to announce the success of their 6th Annual Matching Gift Program at Financial Management Concepts Orlando, Fla. – December 20, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently wrapped up their 6th Annual Matching Gift Program. […]
Written by admin on December 20, 2010
Bill Losey, America’s Retirement Strategist®, publishes new article giving 10 personal finance “to-do’s” heading into 2011. Wilton, NY. – December 7, 2010 – Bill Losey, author and retirement advisor and expert, recently gave his clients and readers ten important things to do regarding your personal finances heading into 2011, on his website http://www.BillLosey.com. This article […]
Written by admin on December 7, 2010
Brian Fricke, financial and retirement planning expert, publishes article citing asset allocation myths investors should avoid. Orlando, Fla. – November 4, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently published an article on his website titled “Asset Allocation Myths You Need To Avoid ” where […]
Written by admin on November 4, 2010
Bill Losey, America’s Retirement Strategist®, is featuring a nostalgic and humorous short film, The Baby Boomer Retirement Movie, on his website to promote retirement planning. Wilton, NY. – November 4, 2010 – Bill Losey, author and retirement advisor and expert, is currently featuring a short film on his website, titled “The Baby Boomer Retirement Movie.” […]
Written by admin on November 4, 2010
Brian Fricke, financial and retirement planning expert, recently put together an Elite Professionals Group to eliminate the hassle and worry out of finding competent and trusted professional advisors. Orlando, Fla. – October 20, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently initiated an Elite Professionals […]
Written by admin on October 20, 2010
Bill Losey, America’s Retirement Strategist®, publishes new article about getting the most out of your retirement by making the right decisions today. Wilton, NY. – October 20, 2010 – Bill Losey, author and retirement advisor and expert, recently celebrated the fifth year anniversary of Bill Losey Retirement Solutions, LLC. Bill Losey launched this business with […]
Written by admin on October 20, 2010
Brian Fricke, financial and retirement planning expert, publishes article giving four examples of imperative estate documents that every family should have in place. Orlando, Fla. – October 7, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently published an article on his website titled “Four Must […]
Written by admin on October 7, 2010
Brian Fricke, financial and retirement planning expert, writes about some common tax mistakes made by surviving spouses, and offers ways to avoid them. Orlando, Fla. – October 4, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and “Worry Free Retirement” author/expert, recently published an article on his website titled “Surviving Spouses – Don’t […]
Written by admin on October 4, 2010
Bill Losey, America’s Retirement Strategist®, is set to deliver the keynote address at the Retirement Planning Conference at the University of West Virginia. Wilton, NY. – September 13, 2010 – The Division of Human Resources at the University of West Virginia has recently announced the WVU Retirement Planning Conference to be held on October 11-12, […]
Written by admin on September 13, 2010