With over 25 years of experience in the Financial Services Industry, Richard L. Pinion is the President of his own firm, Pinion Financial Services, L.L.C., and a Branch Manager and Office of Supervisory Jurisdiction offering securities through SunAmerica Securities, Inc. Mr. Pinion grew up in the Washington area and received both his B.S. in Business Administration and M.B.A. from the Kogod School at American University. He went on to become a Certified Financial Planner™ (CFP®). Mr. Pinion is also a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). Mr. Pinion hosts a weekly radio show, “Retire In Style”, on WWRC CNN Radio 1260 AM. His biographical background is included in Who’s Who in Finance and Industry. Pinion Financial Services, L.L.C. designs and implements comprehensive financial plans, including investment programs, retirement planning, and benefits packages for individuals and businesses.
Category: Financial Planning
Interviews with Rick Pinion»See all
There are a number of different tax deductible retirement plans available to small business owners and Rick talks with Jim about two of the most important ones, the Individual K plan and the SEP-IRA.
There are some new laws that protect employers who provide retirement plans for their employees, and Rick talks with Jim about these, as well as whether Rick thinks stocks are over-valued, and what he thinks about investing in the now-record stock market.
Even though you've just finished with 2006 tax filing, it's not too early to think about 2007 tax planning, and Rick talks with Jim about some of those issues.