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Serenity Wealth Management Champions Fiduciary Standard with Emphasis on Tax Risk Mitigation
2025-06-30 | 09:55:04
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A fiduciary's purpose is clear: to act on behalf of clients with the utmost trust and good faith. This responsibility has seen significant evolution. Originally concentrated on mitigating market risk, the role of fiduciaries today extends to addressing income and, now, increasingly, tax risk.
With the financial landscape changing, Indexed Universal Life (IUL) insurance is at the forefront of Serenity Wealth Management's strategies to mitigate tax risk. This product, known for its power of indexing and tax-free distributions, is revolutionizing retirement planning by offering diverse benefits, including legacy creation and living benefits tailored to offset healthcare costs in aging.
Both managed accounts and IUL policies can meet fiduciary standards when realistic assumptions are considered. Serenity Wealth Management leverages cutting-edge strategies to ensure its clients receive tailored recommendations that address market, income, and tax risks.
Furthermore, Serenity Wealth Management is committed to demystifying the cost of life insurance products like IUL. Through comprehensive analyses, advisors demonstrate competitive pricing factors and how IUL's structured costs can offer value comparable to traditional instruments such as 401(k)s and managed accounts over the long term.
Serenity Wealth Management believes that fostering open dialogues about risks and opportunities in retirement planning is crucial. Savers deserve transparent discussions about the varied risks they may encounter and the innovative solutions available to address these risks.
**About Serenity Wealth Management**
Serenity Wealth Management is an independent fiduciary financial advisor firm providing holistic, planning-based wealth management services. Curtis Hill and Irina Hill lead the firm, bringing extensive expertise as Certified Financial Planner™ and Certified Public Accountant, respectively. They aim to guide clients through complex financial landscapes with innovative solutions and personalized planning.
Founded on the principle of delivering "Not the Same Old Advice," Serenity Wealth Management offers planning-based wealth management services for individuals, families, and small businesses. The firm is known for its educational approach, ensuring clients are well-informed to make strategic financial decisions.
** About Curtis Hill**
As a Certified Financial Planner™, Curtis brings extensive expertise and a commitment to providing ethical and insightful financial guidance. With rigorous training overseen by the CFP board, Curtis ensures that clients receive top-tier investment advice tailored to their specific needs.
**About Irina Hill**
Complementing Curtis's expertise, Irina Hill, CPA, MBA, plays a crucial role in the firm. Her background as a Certified Public Accountant equips her with the knowledge to offer comprehensive financial planning services. Irina’s detailed approach to financial strategies ensures that clients’ investments are managed with precision and foresight.
** Disclaimer**
This press release is intended for informational purposes and should not be considered financial advice. Consult with a financial professional before making any investment decisions. Curtis Hill and Irina Hill provide insurance services through Serenity Wealth Management. Investment advisory services are offered through a separate entity, Portfolio Medics, LLC, a registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated. Serenity Wealth Management and Rodeo Realty are not affiliated. California Insurance License # 0B50660 and # 4294529.
Irina Hill
Serenity Wealth Management
+1 310-467-2277
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BRAK ZDJĘCIA
2025-07-01 | 20:55:05
Data Foundation Releases Fourth ‘Evidence Capacity Pulse Report'
Today the Data Foundation released the June 2025 Evidence Capacity Pulse Report
WASHINGTON, DC, UNITED STATES, July 1, 2025 /EINPresswire.com/ -- The Data Foundation today released its fourth "Evidence Capacity Pulse Report" documenting substantial changes affecting America's data and evaluation infrastructure. The report, compiled in part through the Data Foundation's SAFE-Track (Secure Anonymous Federal Evidence, Data and Analysis Tracking) portal, identified several critical developments since our previous monthly reports affecting government and industry capacity for data collection, analysis, and evaluation activities."It's encouraging to see some contract reinstatements, agencies issuing their Annual Evaluation plans, and gradual filling of key Evidence Act positions,” said Sara Stefanik, Director of the Data Foundation’s Center for Evidence Capacity. “However, these positive steps are occurring alongside substantial reductions in statistical capacity and evaluation functions across multiple agencies that require continued monitoring."
The June 2025 Evidence Capacity Pulse Report identifies several new and continued trends:
--Implementation of reorganization plans continues to face legal challenges: Federal court injunctions are delaying implementation of Agency Reduction-In-Force (RIF) and Reorganization Plans at agencies, with the Ninth Circuit upholding restrictions on further reorganizations pending Supreme Court review.
--Data collection activities face operational constraints: Federal agencies are reducing data collection scope and access, including sampling reductions for key economic indicators due to hiring freezes, suspension of researcher access to restricted data, delays in statutory reporting deadlines.
--Contract reinstatements partially offset earlier terminations: The Department of Education disclosed plans to reinstate a portion of terminated contracts to comply with Congressional statutes, and notifications of discontinued data products.
--Leadership vacancies gradually filling across key Evidence Act positions: Chief Data Officer, Evaluation Officer, and Statistical Official posts remain vacant or filled by acting officials in multiple agencies, however some Chief Data Officer and Statistical Official posts have been officially assigned to new officials.
--Many agencies meeting requirements of Evidence Act evaluation reporting: Following public announcements of the forthcoming President’s Management Agenda, some federal agencies have begun to issue Annual Evaluation Plans for FY 2026 and agencies are developing multi-year learning agendas, as required by the Foundations for Evidence-Based Policymaking Act of 2018.
--Multiple data announcements for new funding available: The National Science Foundation through America's Data Hub continues to post new announcements of potential contracts to support the National Secure Data Service, including four new announcements in June 2025 that support data collection, fraud detection, and use of AI.
With the publication of the FY 2026 President’s Budget and development of Congressional appropriations bills, the Data Foundation anticipates greater insights into developments in the administration’s and congressional approaches. The Data Foundation will consider these plans in future analysis, while continuing to document operational changes and restructurings occurring across federal departments and agencies. The Data Foundation will continue to work with stakeholders across the political spectrum to advance open data and evidence-informed decision-making as part of our commitment to radical collaboration. We invite organizations and individuals to contribute to this ongoing analysis through our SAFE-Track platform, which provides secure and anonymous reporting of evidence ecosystem impacts.
The full report is available at: https://datafoundation.org/news/evidence-capacity/635/635-Evidence-Capacity-Pulse-Report-June-30-
EIN Newswire
BRAK ZDJĘCIA
2025-07-01 | 20:55:05
Raven Files Judicial Complaint Against Federal Judge Following Dismissal in Smithsonian Free Speech Case
Julian Raven blocked by Smithsonian Government Official Director Kim SajetA Social media First Amendment case challenging censorship, institutional bias, & judicial accountability at the heart of America’s cultural and legal
EIN Newswire
BRAK ZDJĘCIA
2025-07-01 | 20:55:05
Linda Sanders Shares Dylan’s Story of Compassion and Connection at the LA Times Festival of Books 30th Anniversary
A touching tribute to the life of a therapy dog and the healing power of animal companionshipNear the end of Dylan’s life, there was a kind of magic in what he did. That’s what people feel when they read the book. They feel that healing
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