Search Results for: retirement income planning

NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)
Finance Fintech News

NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)

Fintech News Desk
by Fintech News Desk0
NARSSA and NAPFA to Collaborate on Social Security Education for its Members The National Association of Registered Social Security Analysts (NARSSA), the leader in expert Social Security education, training, and analysis fulfillment for financial professionals, has announced a partnership with the National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s......
Dr. Dennis Noss Is Recognized By Continental Who's Who
Fintech News

Dr. Dennis Noss Is Recognized By Continental Who’s Who

Fintech News Desk
by Fintech News Desk0
Dr. Dennis Noss, MSc., Enrolled IRS Agent and Managing Principal of Cayman Capital Management, Inc, is being recognized by Continental Who’s Who as a Distinguished Executive for his unique work with Retirement Strategies that Minimize Federal Taxation while Maximizing Leveraged Income to Increase Net Worth, and with strategies that can Delay......
Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice
Fintech News

Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice

Fintech News Desk
by Fintech News Desk0
NAPFA Consumer Survey finds Gen Z Americans and Millennials feel a lack of guidance when it comes to retirement planning Over one-third (34%) of Millennials and Generation Z Americans say that a lack of financial guidance is inhibiting to their ability to prepare for retirement, according to a survey released......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP®. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Leading Payroll API, Atomic, Announces $22 Million Series A To Build A New Generation Of Bank Accounts
Fintech News

Leading Payroll API, Atomic, Announces $22 Million Series A To Build A New Generation Of Bank Accounts

Fintech News Desk
by Fintech News Desk0
Trusted payroll connectivity solution will use the funds to double down on talent acquisition while scaling its best-in-category product experience  Atomic, the market leading provider for payroll connectivity, announced that it has secured $22 million in Series A financing to expand its payroll integration platform and grow its team. The funding......
One-third Of Canadians Spend Entire Paycheque Or More In A Pay Period, Despite Financial Risk
Finance Fintech News

One-third Of Canadians Spend Entire Paycheque Or More In A Pay Period, Despite Financial Risk

Fintech News Desk
by Fintech News Desk0
LifeWorks Financial Wellbeing Index reveals that more than one quarter of employees express inability to cover an unexpected financial need LifeWorks, a leading provider of digital total wellbeing solutions, released its quarterly Financial Wellbeing Index (FWI) report, revealing a continued negative financial wellbeing score among Canadians. Key findings: The summer 2021......
Ziegler Closes $154,620,000 Financing For Terwilliger Plaza, Inc.
Finance Investments News

Ziegler Closes $154,620,000 Financing For Terwilliger Plaza, Inc.

Fintech News Desk
by Fintech News Desk0
Ziegler, a specialty investment bank, is pleased to announce the closing of Terwilliger Plaza’s $154,620,000 Series 2021A, Series 2021B and 2021C Bonds issued through the Hospital Facilities Authority of Multnomah County, Oregon Ziegler, a specialty investment bank, is pleased to announce the closing of Terwilliger Plaza’s $154,620,000 Series 2021A, Series......
SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup
InsurTech News

SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup

Fintech News Desk
by Fintech News Desk0
SIMON now offers variable annuities, one of the most flexible and widely used annuity types, in its Marketplace, delivering powerful analytics for asset allocation and income solutions SIMON Annuities and Insurance Services LLC (SIMON) is pleased to announce the expansion of its annuities platform and digital marketplace for wealth managers with......
SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform
Fintech InsurTech News

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

Fintech News Desk
by Fintech News Desk0
Financial professionals can now find, analyze, and implement a range of annuity solutions from Nationwide in SIMON’s centralized Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as......
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