Posts Tagged ‘IRA’


Economic Update from 9-9-2010, featuring Retirement Planning Expert, Bill Smith!

This economic and market update features Bill Smith, President and Founder of Great Lakes Retirement Group, a financial planning firm in Northeast Ohio. Bill is a national expert in the fields of financial planning, asset protection and providing tax-advantageous income for retirees. He has been featured in numerous national and local publications including the Wall [...]

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Ameriprise Financial: Shawn Parker on Planning for Retirement

Shawn Parker, Ameriprise Financial Advisor, talks about planning for retirement and how she helps clients develop a retirement plan designed to add meaning to their lives. Using Ameriprise’s unique holistic planning process, and utilizing the Dream – Plan – Track approach, our advisors are able to get at the heart of what really matters. Whether [...]

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Market Update from 8/2/2010 – Featuring Financial Planning and Retirement Expert, Bill Smith!

In this economic and market update, Bill Smith of Great Lakes Retirement Group gives some insights as to what we can expect moving forward with the stock market, interest rates, the economic stimulus plan and much more. Stay tuned until the end to see Bill share a private lesson as to how you can protect [...]

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2010 Tax Law Changes with financial retirement expert, Bill Smith!

2010 will bring on many changes with ragard to your retirement portfolio and your investments. Watch as national financial expert, Bill Smith discusses the changes we can expect on Toledo’s “Your Morning Saturday”. Bill discusses Duration : 0:5:6 Recommended ReadingFinancial Retirement Planning, A First LookEmory University Financial Planning Certificate Instructor: David HultstromI have to write [...]

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