October 4, 2024
Wealth Management

Trooper turned wellness manager teams with UNLV to support mental health within NSP ranks

Sunday, Aug. 25, 2024 | 2 a.m. Kendra Still’s career as a Nevada state trooper unexpectedly ended after 14 years when she was injured in a crash with a wrong-way driver on the 215 Beltway. Herniated discs in her neck and a traumatic brain injury forced her to take medical retirement. About a week into

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Wealth Management

Security National Bank

SECURITY NATIONAL BANK HIRES NEXT PRIVATE CLIENT SERVICES DIVISION HEAD, ANNOUNCES TRANSITION OF LONG-TIME LEADER John Douglas “Doug” Gessert, JD Oldaker JD John Gessert, JD, has joined Security National Bank as executive vice president (EVP) and private client services (PCS) division head and will succeed the division’s long-time leader, Douglas “Doug” Oldaker, JD, EVP and

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Wealth Management

Author writes new book about wealth management for African-American families

PINE BELT, Miss. (WDAM) – A Mississippi author is encouraging minority communities to take a more proactive role in protecting and transferring family wealth. Sabrina Edmon Williams has written a new book about the subject titled “Learning to Trust.” She hosted a book signing and seminar Saturday at Twin Forks Rising Community Development Corporation. Williams,

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Wealth Management

Santa Fe College to offer free heart health screenings for the community

GAINESVILLE, Fla. – Santa Fe College’s Cardiovascular Sonography Program is offering free heart health screenings for the community. Officials said employees, their families, friends, and all members of the public can get a heart and carotid arteries ultrasound test for free. The only requirement to get a screening is to be at least 18 years

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Wealth Management

TMAP set to host first International Tax Summit

THE Tax Management Association of the Philippines (TMAP) will be hosting its first International Tax Summit at Makati Shangri-La on Aug. 29, 2024. The summit will feature discussions of various developments in international taxation and its impact on the Philippine taxation, including the following topics: Philippine Legislative Agenda, base erosion and profit shifting or BEPS

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Wealth Management

Traveling to die: The latest in medical tourism

By Debby Waldman KFF Health News In the 18 months after Francine Milano was diagnosed with a recurrence of the ovarian cancer she thought she’d beaten 20 years ago, she traveled twice from her home in Pennsylvania to Vermont. She went not to ski, hike, or leaf-peep, but to arrange to die. “I really wanted

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Wealth Management

Top 10 Cities With the Highest Rate of Demand for Financial Advisors

Many financial advisors set up shop in their hometown. Others, especially those who work for the large national brokerages, flock to big cities like New York, San Francisco, Los Angeles and Chicago, where the high populations provide a healthy crop of prospective clients. Aside from those big cities, what are the best places in the U.S.

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Wealth Management

Definition and How to Measure and Improve It

What Is Financial Health? Financial health is a term used to describe the state of one’s personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much of your income you are spending on fixed or non-discretionary expenses. Key

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Wealth Management

Prestige Wealth Inc. Acquires Wealth AI

Prestige Wealth, Inc. (PWM) has released an update. Prestige Wealth Inc., a Hong Kong-based wealth management service provider, has announced its acquisition of Wealth AI, a Singaporean AI-driven wealth management solution provider, for $4.5 million. The deal includes a mix of cash and shares, and is expected to bolster Prestige Wealth’s technological capabilities in artificial

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Wealth Management

Tax Law Update: September 2024

• Internal Revenue Service issues SECURE Act regulations—On July 18, 2024, the Treasury and the IRS released final regulations (final regs) under Internal Revenue Code Section 401(a)(9) concerning the required minimum distribution (RMD) requirements with respect to retirement plans and accounts. These final regs incorporate amendments made by the Setting Every Community Up for Retirement

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