Posted by admin on June 9th, 2008
SunTrust Investment Services, a subsidiary of SunTrust Banks, has announced a new, coordinated multi-channel approach to retirement planning called Retirement GamePlan, which provides clients with the tools to plan for retirement.
SunTrust has developed Retirement GamePlan as a way for clients of all ages and income levels to more easily plan to reach their retirement goals [...]
Posted by admin on May 15th, 2008
Under the new agreement BDO Stoy Hayward Investment Management, which has recently been awarded Chartered Firm status, will offer a range of services to employees of Thomsons Online Benefits clients.
The services, to be offered on a fully transparent fee basis, include a range of options on investment advice from pension through to all aspects of [...]
Posted by admin on April 27th, 2008
It seems that British investors are uncomfortable about asking for financial advice investment products from stocks and shares to asking for overseas property investment advice. A report from independent financial product researchers Defaqto, the Retirement Savings and Income Report, shows that consumers in the UK prefer to consult friends and family, Investment Company or [...]
Posted by admin on March 19th, 2008
Frisco Financial Planning LLC (FFP), a Dallas area financial planning and [...]
Posted by admin on March 13th, 2008
Early Retirement Is More Than Just a Pipe Dream: John F. Wasik
Commentary by John F. Wasik
Jan. 22 (Bloomberg) — For millions of baby boomers, 2008
might be the first year of the rest of their lives.
[...]
Posted by admin on March 6th, 2008
NEW YORK, Jan 16 (Reuters) - Charles Schwab Corp (SCHW.O: Quote, Profile, Research)
Chief Financial Officer Joe Martinetto on Wednesday said the
discount stockbroker remains interested in making acquisitions,
specifically of brokerage accounts or businesses that would
bolster its 401(k) retirement planning business.
Martinetto in an interview did not rule out rival E*Trade
Financial Corp [...]
Posted by admin on February 21st, 2008
NEW YORK (CNNMoney.com) — A majority of American workers will not be able to maintain their current standard of living after they retire, according to a report released Tuesday.The Center for Retirement Research (CRR) estimates 61% of households are at risk of being unable to live the way they would like and pay for their [...]
Posted by admin on February 14th, 2008
New York (Money) — Question: I’ve been contributing 15% of my salary and bonus to my 401(k), as well as investing in a Roth IRA and other accounts. With everyone so sure we’re headed for a recession, I’m wondering whether I should move my money into more stable investments to avoid losses as some people [...]
Posted by admin on February 8th, 2008
White Oaks Wealth Advisors, Inc Named To Prestigious Five Star Wealth [...]
Posted by admin on February 8th, 2008
NEW YORK (Money) — Question: I’ve been out of college two years and contribute enough to my 401(k) to get the full employer match. Currently, I’ve got 50% of my 401(k) money in large-cap funds, 20% in small- and mid-caps and 30% in international funds. I’m also planning to start saving an additional $200 a [...]
