Finance & Loan News
Austin, TX Purpose-Driven Financial Planning Announced
Combining the technical expertise of a financial advisor with the holistic vision of a retirement coach, Second Life Planning services available only through GoDialRetire are uniquely designed to help individuals achieve financial security and a purposeful lifestyle during their retirement years. More information is available at https://www.godialretire.com With Americans living longer and facing increasingly complex financial challenges, traditional retirement planning methods have become insufficient. With just 20 percent of Americans possessing a comprehensive retirement plan, GoDialRetire emphasizes that, without a clear and goal-oriented retirement savings plan, retirees risk facing financial instability and may struggle to achieve their desired lifestyle goals. The Second Life Planning philosophy addresses these concerns by integrating robust financial strategies with personalized coaching to support meaningful, fulfilling post-retirement living. “Retirement has long been seen as the final chapter in life—a time to rest and reflect. But today, this narrative no longer fits,” says Cort Dial, co-founder of GoDialRetire. "Our Second Life Planning services empower individuals to align their financial resources with their personal aspirations, ensuring retirement is both stable and deeply fulfilling." The Second Life Planning approach is built on two key pillars: financial security and meaningful living. Customized financial strategies are developed to ensure stable and sustainable income streams. This includes tax-efficient income planning, asset management, and risk mitigation to preserve the client’s desired standard of living during the decumulation phase. Advanced strategies such as guaranteed lifetime income products, strategic Social Security claiming, and portfolio diversification are available to create resilience in support of required drawdowns. These financial plans are mindfully aligned with individual goals and aspirations, ensuring retirement becomes a time of growth, purpose, and joy rather than a period of decline. GoDialRetire was co-founded by Cort Dial, a Licensed Agent and Retirement Coach with over 30 years of experience coaching global executives, and Charlie Dial, a licensed agent and Summa Cum Laude graduate from Concordia University, Texas, who brings his academics and industry expertise to support the company’s mission of holistic retirement planning. The Second Life Planning philosophy has already demonstrated measurable results, with retirees who implemented learned strategies experiencing a 22 percent increase in annual spending capacity and reduced financial risks. By blending financial planning with life coaching, GoDialRetire aims to transform retirement into a personally fulfilling journey of exploration and renewal. Learn more at https://www.godialretire.com
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- January 2, 2025Finance & Loan
Government Funds Recovery Service To Prevent Loss of Unclaimed Assets Announced
Sewell Funding’s new services are built on an extensive understanding of government agencies across all 50 states, aimed at preventing the seizure of civilians' lost funds. When funds remain unclaimed for an extended period, the government may initiate a process known as escheatment, allowing them to legally claim ownership. More details are available at http://www.sewellfunding.com/ In a drive to minimize the escheatment of funds to the agencies holding them, the team conducts thorough audits of government records for unclaimed funds - when identified, the agency works diligently to return these assets to their rightful owners. If Sewell Funding’s team identifies funds that may belong to a private citizen, a representative will reach out via phone or letter to notify them of the opportunity. Following the notification, the individual must call an agent and verbally agree to initiate the claims process. The team will then arrange a time with the individual to complete the necessary paperwork and begin the claim process. Once the paperwork is completed, the agency will arrange for a local notary to collect it from the contactee and send it overnight to the office. Claims are typically processed within three to four months, depending on their complexity. If the claim is successfully recovered, the contactee will receive 60 to 70% of the proceeds, remitted within 30 days of receipt. Claims are handled on a contingent basis, meaning the service is provided at no cost if the claim is not successfully recovered. Sewell Funding will cover all expenses related to the claim until payment is received. If the claim is unsuccessful, the contactee will owe nothing to the agency. Individuals who suspect they may have unclaimed funds held by a government agency are encouraged to reach out to Sewell Funding. Most of the assets the agency locates cannot be found through online searches, and the agencies holding these funds are unlikely to contact the individuals directly. An agency representative says, “We think private citizens losing their funds to faceless government agencies - a system rooted in feudal sixteenth-century England - is completely unfair and we are determined to prevent this from happening to anyone.” Interested parties can learn more by visiting https://www.youtube.com/watch?v=eFa2Xp4hwck
- January 1, 2025Finance & Loan
Dare 2 Dream Article Explains New First Time Home Buyer Rules In Canada
Dare 2 Dream Mortgage Company, a premier mortgage broker service in Coquitlam, BC, is pleased to announce the release of an informative article that breaks down the newly introduced first-time homebuyer rules in Canada. The article, now available on the company’s website, offers a detailed look at the recent changes to the housing market and how these updates can assist new homebuyers in navigating the increasingly competitive Canadian housing market. As a trusted mortgage broker in Coquitlam, Dare 2 Dream Mortgage Company has made it a priority to educate and empower potential homeowners with the knowledge they need to make informed financial decisions. With Canada’s housing market continuously evolving and government policies frequently changing, understanding the latest first-time home buyer rules is more important than ever. This article provides in-depth insights into the new regulations, helping first-time buyers take full advantage of available opportunities and make confident decisions in their home-buying journey. The Canadian government recently introduced changes to make homeownership more attainable for first-time buyers. These changes aim to provide financial relief and more accessible options for individuals and families looking to enter the housing market. Among the key updates are modifications to the First-Time Home Buyer Incentive (FTHBI), eligibility for government-backed programs, and enhancements to the Home Buyers' Plan (HBP). These programs were designed to reduce the financial burden on first-time buyers by offering shared-equity mortgages, tax breaks, and other financial incentives. The goal is to ease the transition into homeownership, particularly in regions with high housing prices, such as Vancouver and Toronto, where the cost of entry can often be prohibitive for many first-time buyers. For example, the FTHBI offers new opportunities for buyers to share a portion of the cost of their home with the government, which can reduce monthly payments and make homes more affordable. Meanwhile, changes to the HBP allow for a greater range of tax-free withdrawals from RRSPs, giving buyers more flexibility in securing the funds needed for a down payment. Dare 2 Dream’s article breaks down how each of these initiatives works and helps local buyers take advantage of them to make homeownership more accessible. Dare 2 Dream Mortgage Company is committed to providing guidance and expert support to clients navigating the complexities of the mortgage landscape. The company’s brokers are well-versed in the new first-time homebuyer rules and how these changes can benefit local businesses, especially in high-demand markets like Coquitlam and the broader BC region. “First-time homebuyers often feel overwhelmed by the mortgage process,” said a representative from Dare 2 Dream Mortgage Company. “The recent rule changes are meant to reduce some of that stress, but they also require a deep understanding of how these programs work in practice. We’ve created this article to help our clients make sense of the changes and take full advantage of the opportunities available.” The company’s mortgage professionals offer personalized consultations that take into account each client’s financial situation, goals, and eligibility for various programs. Whether a buyer is unfamiliar with the new rules or simply needs help identifying the best mortgage options for their unique needs, Dare 2 Dream Mortgage Company is ready to assist every step of the way. While the new regulations are aimed at helping individuals, Dare 2 Dream Mortgage Company is also focused on how these changes can benefit the wider community, including local businesses in BC. When more individuals can afford to purchase homes, it leads to positive ripple effects within the economy. Local businesses, from home improvement stores to real estate agents, benefit from the increase in home transactions. Additionally, this surge in homeownership also leads to increased demand for services in the area, from legal advice to moving services, creating a more vibrant local economy. “Understanding how the changes affect the local economy is an important part of our role,” the representative continued. “By helping homebuyers understand the first-time buyer incentives and how they can reduce their financial burden, we’re also fostering a stronger local economy. A thriving housing market supports a wide array of local services, and we’re proud to be a part of that growth.” Dare 2 Dream Mortgage Company’s local expertise extends beyond just mortgage advice. Their team is highly involved in the community, often working alongside other local professionals, such as real estate agents, contractors, and business owners, to help drive the economy and ensure that buyers and sellers alike have the support they need to succeed. For years, Dare 2 Dream Mortgage Company has been a trusted name in Coquitlam and beyond, offering expert mortgage services tailored to each client’s individual needs. Their team of experienced brokers works diligently to provide clients with access to the best rates, financing options, and incentives available in the market today. Whether it’s securing a first mortgage or refinancing a property, Dare 2 Dream’s commitment to excellence and personalized service has earned them a loyal following. “The recent changes to the first-time homebuyer rules are a great step forward,” said the representative. “At Dare 2 Dream, we’re here to ensure that every client understands these changes and can leverage them to the fullest.” About Dare 2 Dream Mortgage Company: Dare 2 Dream Mortgage Company is a trusted mortgage broker service located in British Columbia. The company specializes in providing expert mortgage advice and personalized solutions to help clients achieve their homeownership goals. Whether guiding first-time buyers through new government programs or assisting homeowners with refinancing, Dare 2 Dream’s professional brokers offer tailored services that meet the needs of each client. For a deeper dive into the latest changes in Canada’s mortgage rules and how they impact home buyers, be sure to read the comprehensive article on Understanding Canada’s Mortgage Reforms. or contact their team directly at 778-708-0895.
- December 30, 2024Finance & Loan
Marshall Financial Solutions LLC Enhances Client-Centric Tax Planning Services
Marshall Financial Solutions LLC, a State College-based financial advisory firm, is emphasizing its commitment to customized tax planning for clients at various life stages. Led by Tim Marshall, a Certified Public Accountant and Certified Financial Planner, the firm excels in developing individualized financial strategies that cater to personal financial goals and changing tax obligations. Understanding that tax situations evolve with life’s milestones, Marshall Financial Solutions focuses on providing strategic advice that adapts to its clients’ needs, whether they are entering the workforce, expanding their family, or transitioning into retirement. This approach ensures that clients are well-prepared for their annual tax responsibilities, minimizing surprises and optimizing financial outcomes. “Our firm recognizes that effective tax planning is a critical component of financial stability and growth,” said a spokesperson of Marshall Financial Solutions. "We are committed to developing tax planning strategies that address our clients' current needs while anticipating future changes in their financial outlook." The firm’s methodology involves detailed initial consultations to establish a comprehensive understanding of each client's financial situation and objectives. This foundational knowledge allows for the development of tax planning strategies that are both proactive and reactive to changes in federal, state, and local tax regulations. “By staying vigilant and responsive to the dynamic nature of tax laws, we ensure our clients are positioned to capitalize on tax-saving opportunities while adhering to compliance requirements,” added a spokesperson. Marshall Financial Solutions LLC is not just about meeting annual tax deadlines but about fostering long-term relationships through continuous communication and updates. This ongoing engagement helps the firm respond promptly to new financial events in clients’ lives, adjusting tax strategies accordingly to reflect new goals or responsibilities. The emphasis on personalized tax planning services by Marshall Financial Solutions reflects its core belief in putting clients first. With a blend of expertise and a genuine commitment to their clients’ financial success, the firm continues to be a trusted advisor in the State College community. Marshall Financial Solutions LLC remains a leading provider of specialized financial advisory and tax planning services, deeply invested in the financial success and peace of mind of each client.
- December 30, 2024Finance & Loan
Marshall Financial Solutions Provides Certified Financial Advisor Services In Pennsylvania
Marshall Financial Solutions offers expert financial consulting services to support individuals and families in securing economic stability. As a certified financial advisor in Pennsylvania , the firm’s team of seasoned professionals develops personalized strategies for clients’ specific financial aspirations. Its services ensure that all aspects of financial planning receive thorough attention. The financial planning begins with an in-depth consultation, during which advisors assess each client’s economic status, aspirations, and specific requirements. This approach allows for customized strategies tailored to individual risk tolerance and long-term objectives. Advisors prioritize transparency, providing clear insights into service costs and enabling clients to make well-informed decisions. “We believe financial success stems from a well-informed, collaborative process,” said Tim Marshall, owner of the financial advisory firm. “By working closely with clients and addressing their unique needs, our certified financial advisors in Pennsylvania help them build a financial future they can trust. We aim to offer practical solutions backed by extensive industry experience and a deep understanding of financial dynamics.” A thorough financial review follows the initial consultation, involving a deep dive into income records, tax filings, investment portfolios, and insurance policies. By conducting a detailed examination of financial documents, advisors comprehensively understand each client’s economic situation. This process enables precise forecasting and the development of personalized strategies to achieve both short-term and long-term financial goals. The advisory team continuously refines financial plans through collaborative reviews that involve detailed financial assessments, strategy adjustments, and goal realignment. These sessions help clients understand their financial standing while highlighting potential opportunities for improvement. Advisors remain readily available to address questions, adjust plans, and consistently meet client objectives through customized solutions. “With a mission to guide clients toward lasting financial security, we emphasize building trusted, long-term relationships. We collaborate with clients’ other financial professionals to implement cohesive financial strategies,” added Tim Marshall. “Our focus on regular communication ensures clients remain informed and confident about their financial direction.” Upon completing the financial planning process, clients receive an action roadmap detailing essential next steps such as revising budgets, optimizing retirement contributions, and pursuing estate planning consultations. Advisors establish structured review schedules to monitor progress, adapt strategies based on economic changes, and reinforce clients’ financial security through continuous guidance and personalized support.
- December 28, 2024Finance & Loan
Leon Financial Services, LLC: A Trusted Leader in Faith-Based Financial Planning
Leon Financial Services Combines Faith and Financial Expertise Leon Financial Services, LLC, a long-standing financial planning firm led by CEO Leonardo Gelain, continues to reshape the industry with a distinctive focus on faith-based financial strategies. Backed by 25 years of experience, the firm merges biblical principles with contemporary financial planning to deliver meaningful, values-driven guidance. This approach highlights an alternative to traditional financial management by incorporating biblical teachings such as integrity, stewardship, and service into all client interactions. This model ensures that financial strategies resonate with clients’ ethical and spiritual beliefs while addressing their practical needs. "Faith is a core part of who we are as individuals, and our financial lives should reflect that," said Leonardo Gelain, CEO of Leon Financial Services. "Our mission is to provide financial strategies that are both effective and spiritually fulfilling." Addressing the Demand for Values-Driven Financial Planning In today’s dynamic financial environment, individuals and families increasingly seek holistic approaches to wealth management that align with their core values. Recognizing this need, Leon Financial Services specializes in bridging the gap between financial success and spiritual integrity. Key services include: Faith-Based Investment Strategies : Ensuring investments align with Christian values. Retirement and Estate Planning : Focusing on long-term sustainability and stewardship. Charitable Giving Plans : Designing strategies to reflect faith-inspired philanthropy. Life Event Planning : Offering guidance for major milestones, including marriage, parenthood, and legacy development. By emphasizing transparency and ethical practices, the firm empowers clients to make informed decisions that honor both their financial goals and personal convictions. A Personalized Boutique Experience As a boutique firm, Leon Financial Services delivers a tailored experience by focusing on each client’s unique financial journey. This personalized approach emphasizes the importance of understanding individual circumstances and values, enabling the firm to craft bespoke solutions that reflect both financial aspirations and spiritual beliefs. Leon Financial Services operates on four core principles: Integrity : Building trust through honesty and transparency. Stewardship : Promoting responsible management of resources. Service : Providing compassionate support tailored to each client’s needs. Faith : Anchoring every financial decision in Christian values. This client-first model underscores the firm’s commitment to creating financial plans that resonate with its clients' faith while achieving practical success. Enabling Clients to Build Purposeful Legacies Beyond financial stability, Leon Financial Services is dedicated to helping clients create lasting impacts. Whether through structured charitable giving or multi-generational wealth planning, the firm’s expertise supports clients in aligning their financial legacy with their beliefs. "Our role is to help clients achieve financial freedom while maintaining their commitment to their faith," Gelain explained. "By blending sound strategies with spiritual values, we ensure their decisions benefit their families and uphold their faith in God." With this innovative and purpose-driven approach, Leon Financial Services fosters confidence, enabling clients to navigate their financial journey with clarity and conviction. About Leon Financial Services, LLC Leon Financial Services, LLC is a Christian-based financial planning firm with 25 years of expertise. Led by CEO Leonardo Gelain, the firm specializes in aligning financial strategies with Christian values, offering solutions rooted in integrity, stewardship, and service. By integrating faith and finances, Leon Financial Services provides clients with a trusted partner in achieving both material and spiritual goals. Media Contact: Leonardo Gelain CEO and Founder Leon Financial Services, LLC Email: [email protected] Website: www.leonfinancialservices.com
- December 23, 2024Finance & Loan
Goldtree Reserve Launches New App after Year of Unprecedented Growth and Success in 2024
Since its inception in 2023, Goldtree Reserve has completed over 43 trades, solidifying its position as the most trusted and innovative platform in the gold investment industry. 2024: A Year Of Milestones and Progress This year, Goldtree Reserve’s licensed entity, a collaborative effort between Goldtree and its sister mandates, achieved remarkable milestones. Trade 23, the final trade of the year, was successfully executed with seamless operations. The gold was securely transported to its destination refinery and sold, highlighting the precision and reliability of Goldtree Reserve’s processes. A Well-Deserved Break for the Holiday Season As the holiday period begins, Trade 23 marks the conclusion of trading activities for 2024. Goldtree Reserve recognizes the extraordinary efforts of its miners, who work tirelessly to ensure the success of each trade. This well-deserved break allows them, along with the entire Goldtree community, to celebrate the season and recharge for the year ahead. Trading operations will resume on January 2, 2025, paving the way for another year of outstanding performance and growth. Looking Ahead to 2025 Since its founding, Goldtree Reserve has completed over 43 trades, offering secure and profitable opportunities to investors worldwide. The company is thrilled to announce the onboarding of a new gold mine estimated to hold 100 tonnes of reserves, a development that positions Goldtree Reserve for even greater achievements in the coming year. Additionally, Goldtree Reserve is excited to announce the launch of the Goldtree App, a cutting-edge platform designed to enhance the investor experience. With this app, investors can: Streamline their investments for greater efficiency. Stay updated with the progress of trades in real-time. Access comprehensive insights into their investments and Goldtree’s trading operations, all at their fingertips. The Goldtree App represents a significant leap forward in investor engagement, ensuring that all aspects of gold investment are transparent, accessible, and efficient. Commitment to Stakeholders Goldtree Reserve’s success is built on a foundation of trust and collaboration. The licensed entity, operating through the combined efforts of Goldtree and its sister mandates, exemplifies operational excellence and reliability. “Our success in 2024 reflects the dedication of our entire team and the trust of our investors,” said Jacob Moore, CEO and Founder at Goldtree Reserve. “Ending the year with Trade 23 allows us to acknowledge the incredible contributions of our miners and partners, who deserve this holiday break more than anyone. We are entering 2025 with tremendous momentum and exciting opportunities ahead.” Gratitude and Celebration Goldtree Reserve extends its heartfelt thanks to its investors, agents, funding partners, administrative team, Security Trustee, licensed entity, sister mandates, and especially the miners in Ghana. Their hard work and dedication have been the driving force behind the company’s remarkable growth. Goldtree Reserve remains the gold investment platform of choice, offering unmatched security, scalability, and profitability for global investors.
- December 19, 2024Finance & Loan
Reverse Mortgage Pros Awarded "Best Reverse Mortgage Information Resource"
Reverse Mortgage Pros, a leading Canadian reverse mortgage brokerage, is thrilled to announce its recent accolade as the " Best Reverse Mortgage Information Resource 2024 - Canada " at the prestigious Real Estate & Property Awards 2024, hosted by BUILD Magazine. This recognition underscores Reverse Mortgage Pros’ commitment to empowering Canadian homeowners with comprehensive and accessible information about reverse mortgage solutions. By combining expert guidance with a client-first approach, Reverse Mortgage Pros has become a trusted resource for Canadians exploring financial flexibility in retirement. The award highlights the company’s innovative strategies and its dedication to improving financial literacy among retirees, ensuring that they can confidently explore options tailored to their needs. “This award is a testament to our dedication to providing clear, unbiased, and accurate information to homeowners,” said Mich Sneddon, CPA, CA, CEO and Principal Broker of Reverse Mortgage Pros. “We are passionate about helping retirees achieve peace of mind by unlocking the value of their homes without compromising their financial future. Being recognized on a national scale validates our efforts and inspires us to continue enhancing our services.” BUILD Magazine’s Real Estate & Property Awards celebrate companies that demonstrate innovation, excellence, and integrity in the real estate sector. Reverse Mortgage Pros was selected for its outstanding educational resources, industry leadership, and unwavering commitment to client success. The awards, which spotlight organizations making a meaningful impact in the real estate industry, are known for their rigorous selection process, focusing on quality and client satisfaction. Mich Sneddon continued: “This recognition inspires us to continue leading the way in the reverse mortgage industry. Our goal has always been to empower Canadian homeowners with the tools and knowledge they need to make informed decisions, and we’re honoured to be acknowledged for this mission. We see this award as an opportunity to reach even more Canadians and help them unlock the potential of their home equity.” Reverse Mortgage Pros’ user-friendly website, www.reversemortgagepros.ca , provides invaluable resources, including detailed guides, calculators, and personalized consultations. These tools have made it a go-to destination for Canadians seeking to navigate the complexities of reverse mortgages with confidence. By prioritizing transparency and client education, Reverse Mortgage Pros has established itself as an industry leader dedicated to fostering trust and confidence among its clients. This award comes on the heels of other accolades, further solidifying Reverse Mortgage Pros as a pioneer in the Canadian reverse mortgage landscape. With a focus on transparency and personalized service, the company continues to redefine how Canadians approach financial planning in their golden years. The team remains steadfast in its mission to offer innovative solutions that align with the unique needs and goals of each client. For more information about the award, please visit BUILD Magazine’s award page . About Reverse Mortgage Pros Reverse Mortgage Pros specializes in providing tailored reverse mortgage solutions to Canadian homeowners. With a commitment to education and transparency, the company helps retirees unlock the equity in their homes to achieve greater financial freedom. The team’s personalized approach ensures that clients receive expert guidance and support throughout the process. About BUILD Magazine’s Real Estate & Property Awards The Real Estate & Property Awards by BUILD Magazine recognize the most innovative and outstanding companies in the property and real estate sector globally. Winners are selected based on merit and their ability to demonstrate expertise, dedication, and client satisfaction. To learn more, visit BUILD Magazine’s official website .
- December 19, 2024Finance & Loan
Life Strategy Financial Provides Wealth Financial Services In Cypress, TX
Life Strategy Financial provides wealth financial services to address clients' diverse needs. The firm offers expertise in retirement planning, tax optimization, estate management, and investment strategies, helping individuals work toward their long-term financial objectives. The firm delivers solutions tailored to each client's unique circumstances by focusing on immediate needs and future goals. The firm's wealth management services include critical offerings to tackle various aspects of financial planning. Comprehensive financial planning encompasses tax planning, retirement strategies, estate planning, insurance analysis, and education funding. The firm employs risk-based models to align portfolio construction with individual risk tolerance, ensuring a balance between potential returns and risk mitigation. Their lifecycle bucket strategy allocates assets across different life stages, adjusting as financial needs evolve. By employing tax-aware portfolios, the firm minimizes tax burdens and maximizes after-tax returns for clients. Life Strategy Financial also offers unified managed accounts, consolidating multiple investment accounts under a single management approach and simplifying client financial oversight. "We strive to empower clients with solutions that inspire confidence and provide clarity for their financial futures," said Juan Munoz, CFP at the firm. "Our focus is on building strong, lasting relationships and delivering personalized strategies that protect and grow wealth. Through our wealth management in Cypress, TX , we aim to confidently guide clients on achieving their financial goals." Life Strategy Financial has strategies to ensure that clients maintain their desired standard of living during retirement and plan effectively for the financial security of future generations. Socially conscious clients can also explore Environmental, Social, and Governance (ESG) investment options, aligning their financial choices with personal values. Accredited investors gain access to alternative investment opportunities, such as hedge funds and private equity, enabling diversification and potential growth. The firm's structured notes and hedge equity strategies further enhance portfolio performance by offering income generation and risk management opportunities. Its mission is to help clients achieve financial clarity and control. Its approach combines expertise, strategic planning, and a commitment to providing solutions that align with each client's overarching objectives.
- December 19, 2024Finance & Loan
Louisville, KY Accounting Firm Asset Protection Service For SMBs Announced
With United States Chamber of Commerce data indicating the formation of more LLCs among small businesses, Associates in Accounting, CPA now offers small businesses protection from creditors, lawsuits, and other claims against their assets. For more details, please visit https://associatesinaccountingcpa.com Claims for employee damages, product liability, or negligence can be particularly damaging to small businesses because of their limited resources and finances. By preemptively implementing asset protection measures, Associates in Accounting, CPA lays the groundwork against legal claims, thereby preventing the dissolution or liquidation of its clients' businesses. “We should be aware of whether or not clients are operating businesses or owning rental properties inside of LLCs to protect individual owners from claims against the business. This is well within our professional expertise and is something we address with clients,” said a spokesperson for the accounting firm. The asset protection service offered by Associates in Accounting, CPA, involves helping clients form LLCs by filing the appropriate government applications. As a result, small business owners are protected from personal liability, with all claims strictly limited to corporate assets. Additionally, as most claims are legal concerns, the firm refers clients to reliable legal representation, making it easier to fight inaccurate or malicious claims. To address any structural issues from the tax perspective, Associates in Accounting, CPA offers small businesses IRS representation, liaising with the IRS to prevent liens and other tax-related liabilities. About Associates in Accounting, CPA Since 2005, Associates in Accounting, CPA has supported individuals and small businesses with a wide range of financial services including tax planning, bookkeeping, payroll services, retirement planning, and more. With a team of certified and experienced accountants and paraprofessionals, the firm continues to help small businesses grow in scale and maximize profitability. “Our experienced CPAs and accounting professionals want to partner with you to remove your financial hassles, enabling you to do what you love,” the spokesperson for Associates in Accounting, CPA continued. Interested parties can find more information at https://associatesinaccountingcpa.com
- December 18, 2024Finance & Loan
Plex Capital Investors LLC Announces Creation of Affordable Housing Single-Family Rental Platform in Georgia
Plex Capital Investors LLC (“Plex”) today announced that it is creating an affordable housing single-family rental (“SFR”) platform in Georgia in conjunction with a recent strategic investment of ~150 homes southwest of Atlanta. Plex is focused on acquiring SFR properties across Georgia, primarily in mid-sized cities, with a focus on renovating properties in disrepair, and transforming them into high quality, affordable housing. Plex is committed to creating significant value for investors and quality, affordable residences for tenants, and revitalizing local communities. “Better and safer housing will support a growing workforce in these revitalized areas creating a virtuous flywheel of economic and civic improvement across Georgia’s small towns,” said Sam Page and Leo Camden, General Partners of Plex. Plex is concentrating its portfolio in mid-sized markets across Georgia with revitalized industrial, manufacturing, and logistics footprints. Founded in 2023, in its first full year of operating, Plex has built a portfolio of hundreds of homes in Georgia markets that have strong economic growth prospects, but a shortage of quality affordable housing for employees. “Affordable housing is a massive problem across the country, and we hope to be a small part of that solution in markets that are often overlooked by others,“ Page continued, “In short, Plex’s entire operating thesis revolves around the rebuilding of America’s small towns being essential to the revitalization of U.S. industry. Having completed more than 25,000 SFR renovations across over 25 markets, the Plex team includes experienced professionals with strong backgrounds in SFR management, construction, strategic finance, and investing. For more information contact [email protected] or visit plexcapllc.com.
- December 17, 2024Finance & Loan
Your Wealth Introduces New Personalized Retirement Strategies to Help Clients Navigate Market Volatility
Your Wealth Focuses on Personalized, Needs-Based Retirement Solutions In response to growing market volatility and economic uncertainty, Your Wealth, an independent financial services firm, is proud to announce a new suite of personalized retirement strategies designed to provide financial security for clients nearing retirement. Led by Founder M. Ryan Cunningham, the firm’s updated approach focuses on income planning, Social Security optimization, and annuities—critical elements for a stable, worry-free retirement. “We’ve seen firsthand how market fluctuations and economic shifts can impact retirement plans,” said Cunningham. “It’s more important than ever to create a strategy that adapts to these changes and secures a steady income for clients in the long term. At Your Wealth, we focus on what really matters to our clients: providing them with the knowledge and the tools to confidently plan for the future.” With more than 14 years of experience as a "Top of the Table" producer, Cunningham brings his expertise to a growing number of clients who seek reliable, straightforward financial advice. Your Wealth’s approach emphasizes educating clients about their options so they can make informed decisions about their retirement. How Annuities and Income Planning Can Protect Against Market Risk One of the main concerns among retirees is the potential for outliving their savings. Traditional retirement plans often don’t account for the unpredictability of the markets, leaving many people worried about their ability to maintain a consistent income stream throughout their retirement years. Your Wealth is addressing these concerns by incorporating annuities into their retirement planning services. Annuities offer the guarantee of a fixed income for life, regardless of market conditions. This stability can be invaluable, especially during periods of market downturns. “Annuities can be a great way to provide financial peace of mind. They offer predictable income, which is something many people are looking for, especially as they get closer to retirement,” Cunningham explained. “At Your Wealth, we help clients find the right balance between risk and security, ensuring that their income needs are fully covered no matter what happens in the market.” Maximizing Social Security Benefits to Increase Retirement Income For many individuals, Social Security will be a primary source of retirement income. However, navigating the system to maximize benefits can be overwhelming and confusing. Your Wealth’s new services include personalized Social Security optimization strategies to help clients get the most out of their benefits. Cunningham emphasizes the importance of timing when it comes to claiming Social Security. Delaying claims can lead to a higher monthly benefit, while claiming too early may result in a significant reduction in lifetime benefits. By analyzing each client’s unique circumstances—including health, retirement age, and family history—Your Wealth’s advisors work to create a tailored strategy that maximizes lifetime income from Social Security. Client-Centered Approach to Retirement Planning What sets Your Wealth apart from other financial firms is its client-centered approach. Rather than using a one-size-fits-all model, the firm focuses on crafting personalized retirement plans that address each client's specific needs, goals, and concerns. “We believe that the best way to approach retirement planning is to listen to our clients. Every person has different goals, risk tolerance, and expectations for retirement, and it’s our job to provide them with solutions that are tailored to those needs,” Cunningham said. “We make sure to explain everything clearly so that our clients feel empowered to make the best choices for themselves.” With a growing roster of satisfied clients, Your Wealth has become a trusted name in the industry for individuals seeking retirement solutions that are both effective and easy to understand. By combining a deep understanding of financial products with a client-first mentality, Your Wealth is helping people achieve a secure and enjoyable retirement. About Your Wealth Your Wealth is an independent financial services firm dedicated to providing personalized retirement solutions for individuals across the United States. Founded by M. Ryan Cunningham, a "Top of the Table" producer, the firm specializes in income planning, annuities, and Social Security optimization. With over 14 years of experience in the financial industry, Cunningham leads a team that prioritizes educating clients and helping them navigate the complexities of retirement planning. Media Contact M. Ryan Cunningham Email: [email protected] Website: www.yourwealthga.com Facebook: Your Wealth
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