Curator AuthorsCONTRIBUTING AUTHORS

Nicole Maholtz, CEO Brentmark, Inc.

Nicole Maholtz

CEO Brentmark, Inc.

Nicole Maholtz is the President and CEO of Brentmark, Inc.  The industry leader in retirement, estate, charitable, and financial planning software.

Profiles
Articles

James Lange

Attorney and CPA

Lange Financial Group, LLC

Jim is the author of two editions of the best seller, Retire Secure! Pay Taxes Later.  Larry King wrote the foreword for the book, and Ed Slott, CPA, wrote the introduction.  He is also the best-selling author of The Roth Revolution: Pay Taxes Once and Never Again. Ed Slott, “America’s IRA Expert,” wrote the foreword and said “The Roth Revolution offers readers proven solutions for minimizing taxes and shows, step-by-step, how to build tax-free wealth for generations.”

Profiles
Articles
James Lange Attorney and CPA
Denise Appleby

Denise Appleby

CISP, CRC, CRPS, CRSP, APA

Appleby Retirement Consulting, Inc.

Denise Appleby is a premier provider of training, educational tools, marketing materials and technical consulting services for financial ,tax and legal professionals, on IRAs and employer sponsored retirement plans for small businesses.   Appleby Retirement Consulting, Inc. focuses their primary goal on helping prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.

Profiles
Articles

Julie Jason

Founder and CIO, JD, LLM

Jackson, Grant Investment Advisors, Inc.

A proponent of investor protection and financial literacy, Julie Jason is the founder of Jackson, Grant Investment Advisers, Inc., and an award-winning columnist and author who shares insights gained from a lifelong career in money management and law.

Syndicated by Andrews McMeel, her CLARION award-winning weekly column has been recognized by the IRS for “accurate, timely, informative and helpful tax information” and by the Society of Professional Journalists (CT Chapter) and the Connecticut Press Club for “Excellence in Journalism.”

Profiles
Articles
Julie Jason
William Rinaldi

William Rinaldi

CFP®, Regional Vice President

Security Mutual Life Insurance Company of New York

TBD

Profiles
Articles

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