PRW News

PRW team members win 5 star award, while another earns CLU designation

Awards and Recognition

The PRW team is pleased to announce that Elliot Herman, Bill Payne and Rick Renwick have once again been awarded the 2014 Five Star Wealth Manager award currently featured in the February edition of Boston magazine1.

PRW also recognizes and congratulates Thaddeus (Teddy) Dziuba for earning the Chartered Life Underwriter® (CLU®) professional designation from The American College, Bryn Mawr, PA.

This prestigious course of study provides professionals with in- depth knowledge on the insurance needs of individuals, families and business owners.  Once the program is completed, a CLU® can provide expert advice on a broad range of financial topics including life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits.

 

In the News

Elliot is a frequent contributor to local and national media.  He has established a solid reputation in media circles for his expertise on a host of financial topics.  His latest advice, published in a series of articles on CNBC.com, is directed at both the newest crop of investors-those in their 30s as well as those in their 50’s.

The full articles can be accessed at:

IRA contribution window closing soon

http://www.bankrate.com/finance/retirement/ira-contribution-window-closing-soon.aspx

Ways to reduce taxes in retirement

http://www.bankrate.com/finance/retirement/ways-to-reduce-taxes-in-retirement-1.aspx

Slow and steady- how best to invest in your 30’s

http://www.cnbc.com/id/101336247

Make sure your nest egg doesn’t crack

http://www.cnbc.com/id/101412411/page/1

 

Teddy wasted no time in sharing his knowledge.  Recently he contributed to an article on the website, Investopedia, on underwriting for insurance coverage.

Is Your Employer-Provided Life Insurance Coverage Enough?

http://www.investopedia.com/articles/personal-finance/022014/your-employerprovided-life-insurance-coverage-enough.asp

1 Five Star Professional partnered with Boston magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.

Award candidates were identified by one of three sources:  firm nomination, peer nomination or pre-qualification.  Five Star Professional collected research data from financial service professionals, broker-dealers and registered investment advisers in the Boston area.  Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.

For a PDF of this press release Click Here

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