Tag: retirement

A Must Read – “A vital resource for lawyers and their clients,” according to Rachel Gordon, executive director of the Institute for Financial Literacy  The American Bar Association publication becomes the record fourth consecutive book by author Julie Jason, “the […]

Educational Services, Transportation, and Food Services among the worst-performing sectors New York, NY – April 12th, 2023 – Judy Diamond Associates, a unit of ALM Global, LLC, has published the results of its seventh annual 401(k) Plan Benchmark Report. This […]

Faculty: Investment counsel Julie Jason, JD, LLM, Author of an American Bar Association Publication, “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)” November 16, 2022, at 1 PM EST. Register today. Stamford, CT, November 14, […]

ONE BAD DAY (IN THE MARKETS) It may seem that our memories will only ever recall a bull market. The current bull market is the longest in history. It started in March 2009, and has been pushed forward by years […]

The Gallery at Spokane will offer 137 upscale units including independent living, assisted living and memory care. Spokane, WA (March 4, 2022) – Stellar Senior Living, a Utah-based, family owned and operated senior living provider, and Experience Senior Living Development […]

A whole life insurance policy is a form of permanent life insurance that covers the policyholder for their lifetime. In addition to a guaranteed death benefit payout, the policy also accrues cash value with a guaranteed rate of return. The […]

Colorado Developer and Utah-based Senior Living provider expand in Broomfield, Colorado   Broomfield, CO (November 2, 2021) – Stellar Senior Living, a Utah-based, family owned and operated senior living provider, and Experience Senior Living Development (ESLD), a Denver-based senior living […]

STATEN ISLAND, N.Y., April 6, 2021 — Chelsea Financial Services (CHFS.COM) is proud to announce a national recruiting initiative to expand its reach in the 51 States and Territories it currently serves by recruiting additional Registered Representatives and Financial Advisors […]