Industry News Links

Real Time Economics @WSJecon – Jul 8
The Fed’s June minutes, out at 2 p.m., could offer more detail on post-liftoff plans for rates http://on.wsj.com/1MfboOX

Dying Penniless – Jul 8
It’s Not Just the Poor #retirement #investment #savings #estateplanning http://ow.ly/PftuE

Derek Jeter’s Words of Wisdom for Advisors – Jul 7
#DerekJeter #Advisors #retirement #money #savings #finance #invest http://ow.ly/PePVI

11 Best & Worst 529 College Savings Plans of 2015 – Jul 6
#529Plans #College #CollegeSavings #Education #Graduate http://ow.ly/PeOcq

Advisor Fights Cancer, Punches Through Million-Dollar Level in Same Year – Jul 6
#cancer #motivation #moneymanagement http://ow.ly/PeTgd

Want to know a key way some wealthy Americans protect their assets? – Jul 6
Learn from one of the Republican presidential candidates: http://on.wsj.com/1CdR14J

If it’s good enough for Jeb Bush, a tax sheltering pension plan should be good enough for other Americans trying to –  Jul 6
http://on.wsj.com/1CdR14J

Tips for Keeping That Post –  Jul 6
Vacation Feeling #July4 #Travel #Work #Holiday #vacation #IndependenceDay http://ow.ly/OKDhy

4 ways exercise gives your mind and body a boost – Jul 3
#mood #stress #confidence #sleep http://ow.ly/OKCBf

Good News for Your Credit Score in 2015 – Jul 3
#retirement #money #credit #CreditScore #MoneyManagement http://ow.ly/OKBBQ

10 novels that will make you smarter about business – Jul 3
#novels #literature #Business #BusinessStrategy #SummerReading http://ow.ly/OKCQL

Where Business Tycoons Wine and Dine – Jul 1
#resturants #ABCKitchen #CasaLever #Bouchon #Knife #Fiola http://ow.ly/OHbhU

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.

Location

Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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