Retirement Planning News


Southwestern Investment Group Celebrates 20th Anniversary

FRANKLIN, Tenn., March 16, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation’s fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

Fairport Wealth Announces 2021 Community Beacon Recipient

CLEVELAND, Ohio, Feb. 25, 2021 (SEND2PRESS NEWSWIRE) — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient.

Tubbergen reports Recently Passed COVID Relief Bill May Threaten Your Retirement

GRAND RAPIDS, Mich., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) — Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.

PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm

JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

Gary W. Hansen Earns Retirement Income Certified Professional (RICP) Designation

LOVELAND, Colo., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) — Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services.