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Tag Archives | retirement planning

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.

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Chartered Retirement Planning Counselor shares how to engage your grown kids about preparations for their own retirement

WASHINGTON, D.C., Aug. 20, 2018 (SEND2PRESS NEWSWIRE) — In his compact new book, “Parent’s Guide to Your Child’s Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children” (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your adult children to have […]

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It’s Tax Time, and Millions Could Miss Sizeable Deductions for Long-Term Care Insurance, ACSIA Partners Says

KIRKLAND, Wash., March 16, 2017 (SEND2PRESS NEWSWIRE) — If you’re considering long-term care insurance, or already have a policy, “Tax time is a good time to look for help from Uncle Sam,” says Denise Gott, CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies. “And the help you get could be […]

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