Search by Tag: financial planning


881 total news stories found.


Carlson Management Consulting Expands Financial Outsourcing Team and Servicesa

2018-03-25 | Two New Consultants Bring Their Expertise to Help Businesses Transform Finance and Accounting


Forbes Names Michael Hohf a Michigan "Best-in-State Wealth Advisor"

2018-03-09 | Channeling the state's can-do spirit in helping clients manage their finances


Book Provides Important Legal Guidance Relating to Financial Planning for Middle and Upper Middle Income American Individuals and Households

2018-03-06 | The book is helpful to middle and upper middle income U.S. persons and households, and is especially helpful to self-employed persons.


Financial Advocates Welcomes Kelly Wamble to Olympic Investment Group

2018-02-11 | "It's a privilege to welcome Kelly Wamble to Olympic Investment Group and our network of independent advisors."


TruckLogics Services Offered as an Exclusive Feature to Trucker Tax Service

2018-02-11 | Trucker Tax Service Users Now Enjoy Benefits of Using TruckLogics


Financial Advocates' Growth Continues with the Onboarding of Wealth Management Solutions, LLC

2018-02-03 | "We found the expertise of the Financial Advocates' team to be complementary to our practice.."


Zoriana M. Stawnychy Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2018-01-30 | Ms. Stawnychy has been endorsed by Marquis Who's Who as a leader in the finance industry


Future Students are Invited to Visit the Law School Campus for the Stetson Experience

2018-01-29 | Stetson University College of Law is inviting future law students to visit the Gulfport campus from 10 a.m.-2 p.m. on Saturday, Feb. 24, for the Stetson Experience.


Harris "Trip" H. Barnes III, Esq., Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2018-01-29 | Mr. Barnes has been endorsed by Marquis Who's Who as a leader in the legal industry


Financial Advocates Welcomes Eight Independent Advisors in Search of More Specialized Support

2018-01-27 | "Independent advisors, no matter if they have just joined an independent broker-dealer, are a hybrid, or are registered as a pure RIA, face challenges as they grow their practices, especially when lawmakers consistently change the rules.."


Dennis M. Mahoney Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2018-01-24 | Dennis M. Mahoney has been endorsed by Marquis Who's Who as a leader in the financial industry


Robbin W. Duren, CFP, ChFC, CASL, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2018-01-23 | Ms. Duren has been endorsed by Marquis Who's Who as a leader in the wealth management industry


Charles E.S. Buchanan-Boardman Celebrates 10 Years of Financial Experience

2018-01-08 | Mr. Buchanan-Boardman affiliates himself with the Institute of Management Accountants


Paul Byron Hill Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2018-01-03 | Mr. Hill has been endorsed by Marquis Who's Who as a leader in the finance industry


The Financial Advice You Wish You'd Received at 18

2017-12-23 | We've all experienced moments when we wished we'd been better informed and able to avoid a tough situation involving money. Fortunately, this advice will help you make better financial decisions whatever your age and especially if you have a family


EP Wealth Advisors Welcomes Gretchen Caldwell To LaFayette Office

2017-12-14 | Investing In Women Initiative Builds On Early Successes


Golden Krust Caribbean Bakery & Grill Raises $100,000 to Benefit College-Bound Students at The 12th Annual Mavis and Ephraim Hawthorne Gala

2017-11-24 | Caribbean-Themed Franchise Honors Eight Community Leaders for Their Outstanding Work and Commitment


Joseph Bonfiglio Honored by Marquis Who's Who for Excellence in Financial Planning

2017-11-17 | As a certified financial planner, Mr. Bonfiglio separates himself from others in the field by demonstrating integrity and ethical behavior in working with his clients


M. Nisa Khan Celebrates Almost 35 Years of Industry Experience

2017-11-16 | Dr. Khan wrote the college textbook, "Understanding LED Illumination"


David Philip Dresbach Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2017-11-15 | Mr. Dresbach has been endorsed by Marquis Who's Who as a leader in the finance industry


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