by admin | Dec 9, 2024 | Breaking news, News
Bill Newton, Tom Mahoney, and Maureen Utz Join the Destiny Wealth Partners Family Bill Newton, Founder of Jacksonville-based Sterling Newton, is excited to announce his decision to affiliate with Central-Florida based Destiny Wealth Partners, LLC under the name...
by admin | Dec 4, 2024 | Breaking news, News
We’re excited to announce that Destiny Wealth Partners was named “RIA Team of the Year (10 Advisors or More)” in the prestigious InvestmentNews 2024 Awards of Excellence. Winners were announced at a black-tie, red-carpet gala held June 20 at the elegant 583 Park...
by admin | Nov 4, 2024 | Wealth of Ideas
By Rob Clark, CFP® Managing Partner and President Ruggie Wealth Management While a 529 plan has long been a popular choice to save for educational expenses, (typically your child’s), a provision in the SECURE 2.0 Act passed in 2022, allows leftover funds from a 529...
by admin | May 15, 2024 | Wealth of Ideas
By Thomas H. RuggiePublished in KiplingerMay 15, 2024 Starting a successful company is hard work. It requires everything you have and then some. For an entrepreneur, finding a wealth manager who understands their unique ethos is key. They’re looking for proactive...
by admin | Jan 22, 2024 | Wealth of Ideas
In this episode of the What Matters Podcast, Thomas joins Mike and Ashley to talk about the rapidly changing landscape of wealth management, delving into the future of the industry, and exploring emerging trends and technologies. They also discuss the importance of...
