Connect with us

News

Mark MacDonald, President of Advanced Wealth Preservation, Interviewed About Social Security Claiming Options

Published

on

Advanced Wealth Preservation and its network of financial, legal, accounting, and business planning specialists serve successful individuals and business owners across the country. They specialize in helping individuals, families, and business owners with Retirement Income and Estate Planning, Long-Term Care, Long-Term Disability, Tax-free Savings, Free College Money, Risk Managed Investments, Employee Benefits, Business, and Personal Insurance and Business Succession Plans. Their network of financial, legal, accounting, and tax specialists develop custom strategies based on individual goals and needs.

The interview on the Business Innovators Radio Network can be heard here:
https://businessinnovatorsradio.com/interview-with-mark-macdonald-president-of-advanced-wealth-preservation-discussing-social-security-claiming-strategies/

During the interview, Mark discusses how Advanced Wealth Preservation takes a different approach than many financial planning and asset management organizations to maximize retirement planning options for their clients. Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits.

Mark explained that “We help successful people mitigate life’s major risks including market risk, savings withdrawal risk, inflation risk, health-care risk, loss of income risk, and probate risk. We often work side by side with a client’s CPA to achieve desired results. Most importantly, our wealth preservation strategies help people keep more of their hard-earned money for themselves and their families. Our custom-developed strategies are the foundation for people’s retirement income, health care, asset protection. college planning and legacy needs.”

 

About Mark MacDonald

Mark MacDonald is a leading Financial Educator and Retirement Advisor. He is passionate about helping individuals and business owners across the country develop personal Retirement Income, Healthcare, Tax-Reduction, and Legacy Estate Plans for themselves and their loved ones. Mark also educates people on planning and protecting their retirement years from the four significant wealth destroyers: Market Crashes, Inflation, Taxes, and Catastrophic Health.

Most important, Mark is an independent financial advisor that enables him to put his clients first in the planning process and offer a wide range of financial products and services from leading global and national financial service companies.

Mark is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor, and Certified College Planning Specialist. He is a former U.S. publishing executive at leading financial news companies, including US News and World Report, Individual Investor, and Ticker Magazine.

Mark helps married, single, divorced, and widowed individuals develop personal Retirement Plans that…

  • Maximize Social Security Income
    •Optimize Corporate, Federal and State Pensions
    •Create Guaranteed Lifetime Income
    •Protect and Grow Retirement Savings
    •Calculate and Optimize Required Minimum Distributions (RMD’s)
    •Reduce Taxes in Retirement
    •Implement Medicare, Medicare Supplement and Long-Term Care Retirement Health Coverage
    •Develop Gifting and Legacy Plans for Loved-Ones and Charities
    •Reduce College Costs

  Mark’s 6-Step ARPP- Advanced Retirement Planning Process helps Professionals, Business Owners, and Corporate, Federal, State, and Union Executives and Employees across the country with their Retirement Income, Healthcare, Tax Reduction, and Estate Planning needs.

Mark has been married to his wife Leigh for 38 years and are proud parents of two daughters and two grandchildren. Mark is a member of the BBB, National Ethics Association, International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, Association of Financial Educators, National Social Security Association, and National Institute of Certified College Planners.

Get Answers to Social Security Questions…and/or…a Free 12-Page Custom Social Security Maximization Report:

Call Mark at 908-397-9902 | Email Mark at: [email protected]

Go to:  www.YourSocialSecurityAnswers.com

Go to: www.AdvancedWealthPreservationInc.com

Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 720-232-3112
Country: United States
Website: https://www.AuthorityPositioningCoach.com

This post was originally published on this site

Continue Reading

News

Jeremy Keil – CFP®, CFA Retirement-Focused Financial Planner with Keil Financial Partners, Interviewed on Influential Entrepreneurs Podcast.

Published

on

Jeremy Keil discusses his approach to helping his clients create a consistent retirement income with the Keil Financial Partners’ 5-step retirement income process.

Listen to the interview on the Business Innovators Radio Network   

Jeremy explained that “Retirement can be both the most exciting and scariest time of your life. You’ve spent 35+ years working hard, saving every dollar you could while still providing for your family, and now you’ve arrived at your destination: retirement! But how do you turn 35 years of savings into an income that will last the rest of your life? If you are looking to make your retirement process simple? Searching for answers on when to retire and how much you can live on? We put your retirement picture together in 5 easy steps. If you want to work with a financial advisor who is clear with you about how much you are paying; if you want to work with an advisor who can answer all your questions about retirement planning, social security, Medicare; and if you’d like a transparent discussion about your needs and how much you will pay for sage advice…we can help!”

 

About  Jeremy Keil

Jeremy loves helping people learn more about themselves and feel more confident about their money.

After graduating from college, Jeremy started selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy.

One could probably guess this by the number of letters after his name. Still, since he started 17 years ago, Jeremy reads as many books on financial, retirement, and tax planning as he can and loves to apply that knowledge towards helping his clients.

In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER™ professional AND a Chartered Financial Analyst® charterholder.

While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman ( college student) could understand.

If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy, you’ll know more about, feel better about, and make better decisions about your money.

When not working on his goal to help people discover their ideal retirement strategy, one can find Jeremy hanging out with his wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.

Learn More-https://keilfp.com/

Keil Financial Partners is a part of Thrivent Advisor Network, LLC (“Thrivent”), a Registered Investment Adviser (“RIA”), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.

This post was originally published on this site

Continue Reading

News

Landed for Success Inc.- A Global Business Networking Group That Is The “Next Level” Way Of Marketing A Business

Published

on

Landed for Success Inc. (LFS) is a GLOBAL Elite Business & Branding Networking Group comprised of business professionals who collectively possess a wealth of knowledge and experience within various business sectors. Their unique business model is a next-level way of marketing your business and an environment for aspiring and established entrepreneurs and business owners alike to promote their business and network. LFS is a community that values creating opportunities for personal and professional growth. They encourage their members to promote their business and who they are.

LFS was the brainchild of co-founders Jey Jeyakanthan and Gordon So, both highly experienced entrepreneurs who understand the challenges and work ethic required to run a successful business. Their vision is to build a global platform that will allow business owners, entrepreneurs, authors, coaches, and speakers to not only be able to network and share their business profiles but also their business stories on how they have “Landed for Success.” These stories have the potential to impact millions of people all around the world.

LFS provides a free membership through a Facebook group that has 19.4 thousand members and growing. Additionally, members can subscribe to a private group with exclusive membership benefits. Membership is reviewed and approved to ensure business leaders around the world can optimize professional networking opportunities. This interactive platform is a safe environment to network, build relationships, and collaborate. Integrity matters here!

To learn more about how to become an LFS Lifetime Member and enjoy exclusive networking and learning opportunities inside our private membership area.
https://www.lfs.landedforsuccess.com/becomeamember

LFS has grown an incredible community by having fun navigating within the group of business professionals and growing each and everyone’s network and net wealth through collaboration and connectivity. LFS provides virtual speed networking and training opportunities to aid in personal and business development. Networking events last Thursday of every month from 7:00 PM to 9:00 PM EST (Via zoom) where individuals can meet and network with pros and entrepreneurs in local and national markets. The event’s format involves individuals making a 30-second elevator pitch about their business and asking others to think of ways they could work together. These pitches help individuals meet new people, find mentors, and refine their pathway to success. It also provides an opportunity to keep up with the times, as experts pinpoint the latest trends and tools that actually deserve your attention.

LFS also provides a successful authorship program. They believe everyone has a unique story, one which has the ability to uplift and inspire others to succeed. Eighteen co-authors collaborated in volume one of the inaugural book series, “Landed for Success, Untold Stories,” successfully launching in the spring of 2021 as an international bestseller on Amazon.

The LFS book series encourages authorship, as individuals authentically share their stories of struggles, obstacles, and how they have overcome these challenges and have landed for success. In addition, becoming a published author can help to grow and promote more business. It provides an opportunity to gain more credibility, influence, celebrity status and may even attract media attention. Some of the co-authors from volume one were featured in print and television media outlets, podcast interviews, and invited to participate in international business forums.

LFS will be launching volume two, “Landed for Success, Untold Stories- From Burnout to Victory,” in December 2021. It is an honor to have Sir John Shin, the executive producer of the movie “Think and Grow Rich Legacy,” write the foreword in both volumes.

Gordon and  Jey extend this invitation, “If you are interested in becoming a published author and would like to align yourself with successful entrepreneurs such as Sir John Shin and over 20 other successful business owners and entrepreneurs from all around the world, you can set up a 15-minute discovery call with one of our team members by sending an email to [email protected]

CO-FOUNDERS:

GORDON SO is the CEO & Founder of Social Media Currency. Gordon has a strong background in the real estate mortgage industry. As a retired professional network marketer, he has helped many companies successfully launch into Canada, UK, Europe, Asia Pacific, and Mexico. Over the past 10 years, he has worked with authors, speakers, coaches, small business owners, helping them successfully launch new brands and market their products and services. Gordon is a successful business coach and has helped over 200+ individuals become #1 International Best-Selling Authors, Podcasters and Speakers. In addition, he is a sought-after Transformational and Motivational Speaker.

JEY JEYAKANTHAN is a highly successful entrepreneur and IT professional with over 22 years in Business Development, Project Management & Business Transformation for Fortune-200 companies. Jey is a Director of Sophia Hilton Foundation of Canada, Executive Director of Never give up the foundation, Peace, and past Director of Canadian Tamils’ Chamber of Commerce & Member of Markham Board of Trade. Jey founded AVAJ Future Solutions. AVAJ is an Information Technology and Services Company that’s an Innovative, Reliable Partner Global offerings of Software, Mobile App Development, Mobile Responsive Websites, Digital Marketing, Social Media Management, and SEO. Jey is also an international bestselling author, social media influencer and actively involved with Canada’s many volunteer and advocacy organizations.

TESTIMONIALS:

“Being a part of the Landed For Success (LFS) community has provided me with an excellent opportunity not just to grow my contact base but build meaningful relationships with like-minded entrepreneurs. I have already received an abundance of leads and clients from within the community and am excited to grow as the community continues to grow. I’m excited to be partnering with LFS in the launch of the upcoming book, and the process of working with Gordon and Jey has been a wonderful experience. Gordon and Jey share a deep-rooted passion for growing the LFS community, and their desire to grow LFS is contagious, and I’m excited to be a part of the journey.”
– Jason Hunt, Co-founder, Merged Media

“Landed for Success (LFS) gave me an excellent opportunity to connect with like-minded people and very established business owners. These networking opportunities help our BlueMind and LifePlan Investments grow, develop new ventures, and explore new territories. Compared to many other regular networking clubs, LFS is not expensive, has good value for your money, and provides many opportunities to build your business or professional career. Jey, Gordon, and their team are incredible; they take every step to help you succeed in your journey. I would highly recommend LFS for anyone to grow their professional network.”
-Akil Balachandran, Founder and CEO LifePlan Investments, and BlueMind

“It has been an absolute pleasure knowing and working with Gordon So and Jeyakanthan. They are amazing at building connections and have a contagious positive mindset. They have a lot of experience and are always open to helping anyone and everyone. I would highly recommend them to anyone who is looking to grow on a professional level.”
-Ayesha SardarCEO, Global South Asian Women (GSAW)

To Attend a Free Landed For Success Speed Networking Event, go to https://www.landedforsuccess.com/event.

This post was originally published on this site

Continue Reading

News

Christian Care Ministry/Medi-Share Launches Project K.E.E.P. Keeping Elected Officials Encouraged Through Prayer

Published

on

Christian Care Ministry/ Medi-Share, the nation’s most trusted name in health care sharing, launched a new prayer initiative for elected officials and their legislative staff. Christian Care Ministry is following its Biblical call to pray and encouraging members to join Project K.E.E.P. It is our privilege to pray for and encourage those who have chosen to serve at the various levels of government. Each day our Medi-Share members and employees are praying for specific elected officials by name.  

This effort was launched in conjunction with our remembrance of the 20th Anniversary of 9/11. This month’s highlighted elected officials are all active or former members of the military serving at the federal level.  

“We are excited to reach out personally to the elected officials and let them know that our members across the country are praying for them and their staff,” said Evelio Silvera, VP of Communications & Government. “It is our heart that they will be encouraged and will know we are thankful for their willingness to serve and will be guided by the very Word and heart of God.” 

National and local decision-makers have a tough job of fighting for the rights of others each day. Christian Care Ministry’s vision is focused on “Transforming society through the Biblical model of sharing.” Praying for those in office is just one way that we can continue to share words of encouragement that will lead to a positive impact in our communities and lighten the burden of our leaders.  

Project K.E.E.P Registration

About Christian Care Ministry/ Medi-Share: Christian Care Ministry (CCM), a not-for-profit 501(c)(3) corporation, based in Melbourne, FL, operates the Medi-Share program,  a Christian health care sharing program that provides an affordable alternative to health insurance for faith-based consumers. Founded in 1993, Medi-Share currently serves more than 380,000 members across America.

This post was originally published on this site

Continue Reading

Trending

SmallBiz Newsletter

Join our newsletter for the latest information, news and products that are vital to running a successful SmallBiz.