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Massachusetts Fiduciary Rule – what it means to the financial industry

Recommending investing in a tax deferred account to receive a tax break today, may wind up landing advisors in courts tomorrow. The foundation of financial plans is traditionally anchored in amassing qualified dollars. The unintended consequence of amassing those dollars is a direct increase in the cost of Medicare, a subsequent erosion of Social Security […]

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The rules of retirement have changed

There are 4 distinct federal regulations that have altered how financial plans will impact a person’s health coverage and their Social Security benefit in retirement. Ultimately, the rules of retirement have changed. 1. You have a mandatory expense in retirement. Due to a regulatory change in the Program Operations Manual System of Social Security, in […]

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In Retirement Health Coverage through Medicare is mandatory.

In Retirement Health Coverage through Medicare is mandatory. With changes to Social Security’s Program Operations Manual system (POMS) in order for someone who retires, is 65 years-old or older and would like to receive their Social Security benefit health coverage through Medicare is mandatory. In 2005, a challenge was brought forth to the Department of […]

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Jester Financial and NAFA Release retirement whitepaper

In connection with National Annuity Awareness Month, Jester Financial Technologies and NAFA release the whitepaper “Do We Really Know What Retirement Means?” Excerpt: “In 2014, the United States is facing a perfect storm of possible economic destruction of today’s Baby Boomer generation…and for good reason. Never has a time come in the history of the […]

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Jester Financial announces partnership with Williams Financial Group to offer benefits to its advisors through its Partner Development program

FOR IMMEDIATE RELEASE: April 7, 2014 “Jester Financial announces partnership with Williams Financial Group to offer benefits to its advisors through its Partner Development program.” Beverly, MA: Jester Financial Technologies announces a new strategic partnership with Williams Financial Group in order to bring software and education to its advisors via its Practice Development program. This […]

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NAFA announces partnership with Jester Financial Technologies

FOR IMMEDIATE RELEASE: April 3, 2014 “NAFA announces partnership with Jester Financial Technologies to offer expanded benefits to its Premier Partners.” Washington, DC: The National Association for Fixed Annuities (NAFA) is pleased to announce a new strategic partnership with Jester Financial Technologies in order to bring added value to its members. This joint enterprise will […]

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