Tag: retirement

Retirement Expert Jack Phelps Publishes New Blog Clarifying ‘Gifting’ Rules To Avoid Paying Taxes

Jack Phelps, founder of The Relaxing Retirement Coach, clears up many common misperceptions surrounding making a gift to a family member or a charity Wellesley, MA –September 19, 2013 – Jack Phelps, founder of The Relaxing Retirement Coach, a Retirement Coaching company, recently published a blog on his website (http://www.theretirementcoach.com) de-mystifying the whole issue of […]

Written by on September 19, 2013

Retirement Planning Advisors David and DJ Boike Featured On Yahoo Finance

David and DJ Boike, of Retirement Resources, were recently featured on Yahoo!Finance and other major online media outlets, including Bloomberg Businessweek, MarketWatch and many others. Flint, Mich. – September 17, 2013 – A feature story about David M. Boike, ChFC and DJ Boike, RFC, Senior Partners at Retirement Resources, a Registered Investment Advisory Firm, was […]

Written by on September 17, 2013

Financial Coach Pete D’Arruda Featured on NBC as Guest on America’s PremierExperts

Pete D’Arruda was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on the TV show, America’s PremierExperts® Cary, NC – September 13, 2013 – Pete D’Arruda of Capital Financial Advisory Group, was recently featured as a guest on the TV show “America’s PremierExperts®.” The show, filmed […]

Written by on September 13, 2013

Financial Advisor Robert Harwood Featured in the Wall Street Journal

Financial advisor Robert Harwood was recently featured in the Wall Street Journal in recognition of his best-selling book. Largo, FL – September 3, 2013 – Robert Harwood, Founder of The Harwood Financial Group, was recently featured in the Wall Street Journal with other leading financial authors from around the world. The piece that ran in […]

Written by on September 3, 2013

Financial Advisor Jim Black Featured in the Wall Street Journal

Author and Financial Advisor Jim Black was recently featured in the Wall Street Journal in recognition of his latest best-selling book. Redmond, WA – August 29, 2013 – Jim Black, co-founder of Absolute Return Solutions, Inc., was recently featured in the Wall Street Journal with other leading financial authors from around the world. The piece […]

Written by on August 29, 2013

Retirement Expert Jack Phelps Publishes New Article Revealing The Common Tax Tragedy That Occurs When Inheriting an IRA

Jack Phelps, founder of The Relaxing Retirement Coach, shares a real life case study where kids lose 45% of their father’s IRA to taxes. Wellesley, MA– August 29, 2013  – Jack Phelps, founder of The Relaxing Retirement Coach, a Retirement Coaching company, recently published an article on his website (http://www.theretirementcoach.com) illustrating the consequences of your children being […]

Written by on August 29, 2013

Retirement Planning Advisors David and DJ Boike Featured In Bloomberg Businessweek

David and DJ Boike, of Retirement Resources, were recently featured in Bloomberg Businessweek and other major online media outlets, including Yahoo!Finance, , MarketWatch and many others. Flint, Mich. – July 29, 2013 – A feature story about David M. Boike, ChFC and DJ Boike, RFC, Senior Partners at Retirement Resources, a Registered Investment Advisory Firm, […]

Written by on July 29, 2013