Tag: wealth strategy

Institute of Business & Finance Announces a New CES™ Designee

San Diego, CA, March 19, 2013 – The Institute of Business & Finance (IBF) recently awarded Tom Eaglehouse with the estate planning designation, CES™ (Certified Estate and Trust Specialist™). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what […]

Written by on March 19, 2013

Financial Advisor Richard Jordan Discusses What You Should Know Before You Buy Gold

Financial Advisor Richard Jordan recently explained what every retiree should know about buying gold before purchasing it. Plano, TX – March 11, 2013 – Richard Jordan, Founder of Fortress Estate Solutions, recently discussed the difference between reportable and non-reportable gold investment and why the distinction is important. Mr. Jordan explains: There are tax consequences to […]

Written by on March 11, 2013

Financial Advisor Russ Jalbert Explains The Truth About Inflation

Financial Advisor Russ Jalbert discusses fears of inflation and how it could affect retirement planning. Southfield, MI – March 8, 2013 – Russ Jalbert, President of Jalbert Financial Group, recently explained inflation, its historical effect on the economy and how it affects our retirement planning today. Mr. Jalbert explains: Inflation is a multi-dimensional thing. It […]

Written by on March 8, 2013

Financial Advisor Matthew Zagula Explains The Truth About Inflation

Financial Advisor Matthew Zagula discusses fears of inflation and how it could affect retirement planning. Pittsburgh, PA – March 8, 2013 – Matthew Zagula, President of First Financial Advisors and Bleier Zagula Investments, recently explained inflation, its historical effect on the economy and how it affects our retirement planning today. Mr. Zagula explains: Inflation is […]

Written by on March 8, 2013

Financial Advisor Richard Jordan Explains The Truth About Inflation

Financial Advisor Richard Jordan discusses fears of inflation and how it could affect retirement planning. Plano, TX – March 8, 2013 – Richard Jordan, Founder of Fortress Estate Solutions, recently explained inflation, its historical effect on the economy and how it affects our retirement planning today. Mr. Jordan explains: Inflation is a multi-dimensional thing. It […]

Written by on March 8, 2013