Search by Tag: financial planning

2012-11-21 | With its newest release, Sawhney Systems has created a class leading tool that will have app developers and consumers rethinking mobile devices and how they can improve their personal productivity.

2012-11-20 | F.J. Velten & Sons, Inc., the Tampa-based financial services company, is now a one stop shop for all of an individual's financial needs, whether it be investments, financial planning, annuities, estate planning, insurance or tax services.

2012-11-05 | Two members of the Bernhardt Wealth Management team, a Virginia-based financial advisory firm, have been named among Washingtonian magazine's Top Wealth Managers in the greater Washington, DC area for 2012.

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2012-10-29 | EP Wealth Advisors has been named among the top financial advisory and wealth management firms by two of the leading financial industry publications.

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2012-10-26 | Largest industry analyst technology innovation awards honor technology vendors.

2012-10-02 | Atlanta wealth management firm Brightworth is pleased to announce new partners Kristen Johnson and Justin Husson.

2012-09-07 | As the use of mobile devices spreads from personal to business uses, TaxMode income tax calculator for 2012 becomes the first of a new revolution of tax planning apps for consumers and financial professionals with a focus on personal productivity.

2012-09-06 | Broadens Management Depth with Over 20 Years of Personal and Corporate Tax Compliance and Advisory Experience

2012-08-14 | Brightworth is pleased to announce that the firm's President and Chief Operating Officer, Ray Padron, has joined the Board of the Georgia Chamber of Commerce.

2012-06-21 | Arkovi announces seventh platform integration for social media archiving, compliance and monitoring.

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2012-06-15 | AmeriFlex Financial Services, a privately owned wealth management company established in 1988 has partnered with eMoney to offer a revolutionary organizational system for finances and important documents in one private and secure location.

2012-06-05 | Christi Staib got her start helping widows and widowers adjust to their new financial situation

2012-05-25 | The current political stalemate will likely mean individuals and small business owners will face substantially higher taxes in the upcoming year from AMT to the expiration of the Bush era tax cuts to the new Medicare surcharge tax.

2012-05-22 | According to the Atlanta asset management group, Brightworth, increased risk means a wealth preservation plan should be in place and under regular review. In various stages of life these risks change and require appropriate planning.

2012-05-03 | New Paraplanning service to delivers quality and compliant SoA's in a timely manner for financial advisers allowing for work life balance.

2012-05-01 | Jason Blair to Join Utility's Executive Team

2012-04-26 | Orlando bankruptcy firm Clark & Washington remind those facing bankruptcy in Orlando that Cyndi Lauper found success after filing for early career bankruptcy.

2012-04-12 | Tampa Bankruptcy Firm Clark & Washington reminds those facing Tampa bankruptcy about Larry King's bankruptcy success story to inspire hope and confidence.

2012-03-21 | Sand Hill Global Advisors, founded in 1982 and located in Palo Alto, CA, has been recognized by NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in the San Francisco Bay Area.

2012-03-15 | Paul Santini Joins Corcentric as National Account Manager, Bringing with Him an Extensive Background in Retail and ERP Automation