Search by Tag: financial planning

2009-09-29 | River Logic's Enriched Platform Accelerates Shared Business Processes and Facilitates Information-Sharing across Boundaries for Better Business Insight

2009-09-26 | At a time when people need to know more about investing comes an exciting new class. "Cooking Up A Healthier Financial Future" uses food and menu planning to help people understand the basic concepts of investing.

2009-08-28 | deVere and Partners, the world's largest independent international financial consultancy announced today the acquisition of DVAinvest, an independent advisory company with an established presence in Russia.

2009-07-19 | FMG, a fee-only, Cincinnati based wealth management firm has been recognized by Bloomberg's wealth manager magazine as one of the "Top Wealth Management Firms" in the country for the past nine consecutive years.

2009-07-13 | River Logic Further Distinguishes Itself by Earning Microsoft Competencies in Business Intelligence and ISV/Software Solutions

2009-05-28 | Research finds a majority of companies could improve their performance and ability to respond to change through better coordination of their business planning activities.

2009-05-19 | Robert S. Vetch, ACA brings 15 years of professional experience to Brit Insurance.

2009-05-16 | Scottish Widows and Clerical Medical will combine to provide a new single intermediary sales force and product proposition from 1 July 2009

2009-04-22 | Freecreditreportresource.net, free informational web site, has recently added several financial calculators and planners to their site.

2009-04-08 | Where there's a 'Will' there's a way, but a staggering 34 million* adults across Britain don't yet have a Will, and have no intention of getting one in the near future according to a new study from The Co-operative Legal Services (CLS).

2009-04-05 | Enhancing its reputation of providing the financial planning industry with powerful and affordable professional financial planning tools, Sawhney Systems has updated its popular and highly acclaimed ExecPlan Express with all of the New Tax law changes for 2009.

2009-01-26 | Sinai Marketing's search engine optimization efforts are praised by Orthodontist Dr. Jennifer Eisenhuth in the December issue of the monthly newsletter.

2009-01-11 | JK Harris and Company President and Founder likes the newest suggestions by the National Taxpayer Advocate, as well as the changes the IRS is implementing to help taxpayers dealing with financial hardship.

2008-12-31 | JK Harris applauds the IRS for trying to help struggling homeowners by speeding up the lien relief process.

2008-12-21 | JK Harris gives IRS thumbs up for two new Appeals programs, which many feel are long overdue.

2008-12-10 | New online resource portal provides valuable education in best practices for finance professionals.

2008-12-07 | With a focus on the fundamentals, ExecPlan Express offers the professional financial advisor the perfect balance between features and functionality. Its intuitive design and affordable price makes it the ideal tool for almost any financial planning practice.

2008-11-23 | Tax season is coming soon, and JK Harris and Company wants to make taxpayers aware of changes that may affect them.

2008-11-20 | JK Harris and Company strongly advises taxpayers who have recently moved to tell the IRS or they may not receive their due refund and/or stimulus checks.

2008-10-26 | JK Harris and Company Enrolled Agent offers taxpayers some early tax tips to get a jump on the upcoming tax season.