USAA, Jewish War Veterans of the U.S.A Announce Alliance












San Antonio, TX (PRWEB) January 24, 2012

USAA and the Jewish War Veterans of the United States of America – two national military-focused organizations – have joined forces to strengthen support to those who are serving or who have honorably served, giving approximately 50,000 JWV eligible members access to USAA’s world-class insurance and financial services.

The agreement positions USAA as the preferred provider of financial services including insurance, investments, brokerage services and financial guidance to JWV members eligible for USAA membership.

Both organizations were founded with the purpose of supporting military service members and their families. While JWV works in the interests of Jewish-American veterans and their families, USAA provides financial products to active-duty military personnel, veterans who have honorably served and their eligible family members.

“Having been a USAA member since 1967, I strongly recommend USAA to all eligible JWV members,” said Allen E. Falk, National Commander of the Jewish War Veterans of the United States. “USAA is a recognized leader in financial services for its commitment to its members through good times and bad.”

“We are pleased to enter this relationship with the Jewish War Veterans of the United States of America, an organization with a strong mission to support veterans,” said Nathan McKinley, USAA vice president of military affinity. “We look forward to providing solutions that will help facilitate the financial security of JWV members and families.”

In 2009, USAA opened its membership to veterans who have honorably served and their eligible family members. To learn more about USAA and JWV, call 1-800-292-8598 or visit usaa.com/jwv.

About Jewish War Veterans of the United States of America

Founded in 1896, the Jewish War Veterans of the United States of America is the oldest active veterans’ organization in America. JWV is dedicated to upholding America’s democratic traditions and fighting bigotry, prejudice, injustice, and discrimination of all kinds. As a national organization, JWV represents the voice of America’s Jewish veterans on issues related to veterans’ benefits, foreign policy, and national security. JWV also commits itself to the assistance of oppressed Jews worldwide. For more information about JWV, visit: http://www.jwv.org/.

About USAA

USAA provides insurance, banking, investment and retirement products and services to 8.6 million members of the U.S. military and their families. Known for its legendary commitment to its members, USAA is consistently recognized for outstanding service, employee well-being and financial strength. USAA membership is open to all who are serving or have honorably served our nation in the U.S. military – and their eligible family members. For more information about USAA, or to learn more about membership, visit usaa.com.

Investments provided by USAA Investment Management Company and USAA Financial Advisors Inc., both registered broker dealers. Financial advice provided by USAA Financial Planning Services Insurance Agency, Inc. (known as USAA Financial Insurance Agency in California, License # 0E36312), and USAA Financial Advisors, Inc., a registered broker dealer.

###









Attachments






















Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Related Financial Planning Press Releases

Comments Off


Demystifying Cost Basis Reporting











Omaha, Neb. (PRWEB) January 13, 2012

Cost Basis – another financial buzzword that’s drawing increased attention—and confusion. That’s because rules about cost basis reporting are changing. But what is it exactly? Put simply, it’s the original amount an investor paid for an investment, adjusted for various items (reinvested dividends, corporate transactions, etc.). It’s the basis for determining how much was gained or lost from an investment and it’s the key to determining taxable gain or loss.

What’s changing?

This tax season and going forward, investors are receiving some help with cost basis reporting, thanks to new regulations. And TD Ameritrade wants to spread the word about how these changes may impact its clients and other investors. Now, brokers are required to report not just the total proceeds from a client’s sale of securities as they have in the past, but also the amount paid for the investment.

The change stems from the Emergency Economic Stabilization Act of 2008, commonly referred to as the “bailout bill,” which now requires mutual fund companies and brokerage firms like TD Ameritrade to report clients’ cost basis, and holding periods to the IRS on their Consolidated Form 1099s when securities are sold.

The law, which was intended to ensure more accurate reporting of gains and losses, will benefit investors in several ways:


Cost basis and gain/loss reporting will become simpler and more transparent—you’ll gain a more complete picture of your cost basis and simplify your year-end tax preparation.
You’ll gain greater flexibility in specifying the lots you’re trading.
You’ll be able to select the tax lot identification method you prefer (e.g., “first-in, first-out” or highest cost) when you make a trade.
When you make a transfer, the cost basis information will transfer with the security.

What do investors need to know?

As they prepare their 2011 tax returns, here’s what investors should be aware of:

1.The regulation pertains only to IRS-covered securities in taxable accounts, not to Individual Retirement Accounts (IRAs) and other non-taxable accounts.

2.The new reporting requirements are being phased in over a three-year period.

The law currently applies to equities, including foreign securities and American Depository Receipts (ADRs) acquired on or after Jan. 1, 2011, but excluding equities acquired in connection with a dividend reinvestment program (DRIP).
It will apply to regulated investment companies (like mutual funds), or securities acquired in connection with a DRIP, that are acquired on or after Jan. 1, 2012.
It will apply to fixed income, options, warrants, rights, derivatives and commodities purchased on or after Jan. 1, 2013.

3. TD Ameritrade clients will see cost basis data on the applicable securities in the 1099-B section of their company-issued Consolidated Form 1099 for the tax year 2011.

4. The IRS has completely revamped how individual investors report capital gains and losses on their personal tax returns by requiring completion of a new form (Form 8949), which will list and summarize gain/loss transactions.

5. TD Ameritrade has created a service and support group within its investor service call centers, as well as dedicated content on its website to help educate clients on what this change means for them.

“We understand the need for this regulation and view it as a benefit to our clients. But, we also understand that this is a complicated subject,” said Felix Davidson, managing director of operations at TD Ameritrade. “These changes will lessen the burden of cost basis reporting for investors because we’ll handle it for them. But, we know there will be questions, so we’re doing all we can to help educate clients and make this transition as simple as possible.”

Investors seeking more information on changes in cost basis reporting are encouraged to visit TD Ameritrade’s website for more information, contact TD Ameritrade via phone at 800-669-3900 or speak with an Investment Consultant at any of the company’s 100+ branch locations.

TD Ameritrade does not provide tax advice. We suggest that you seek the advice of a qualified tax-planning professional with regard to your personal circumstances.

About TD Ameritrade Holding Corporation

Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NASDAQ: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how—bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or http://www.amtd.com for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (http://www.FINRA.org)/SIPC (http://www.SIPC.org)/NFA (http://www.nfa.futures.org).

###









Attachments

















Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Comments Off


WFTCloud.com Announces a New Service for Customers to Run SAP Applications on Managed Private Cloud













SAP on PRIVATE Cloud


Princeton, NJ (PRWEB) January 09, 2012

WFTCloud – SAP Certified Cloud Services Partner has announced a new service to enable SAP customers to migrate to lower-cost, Managed Private Cloud Infrastructure.

IT leaders major concern for years is to maintain their IT infrastructure and reduce operation costs when it accounts for 60 per cent of total IT spend. Since things are still uncertain despite the economy showing some signs of improvement, this area of IT “strikes a resonant cord,” says Gartner Inc.

CIO’s today are certainly facing tough economic situations and constantly thriving hard working on IT cost reduction strategies says Ganesh Radhakrishnan, CEO WFTCloud, but economies doesn’t seem to be getting any better. CIO’s are finding themselves at the end of their technological rope he said. Delayed buying decision, have left them with geriatric server, storage and networking infrastructure.

WFTCloud has developed a Private Cloud Solution specifically for SAP that aims to meet those needs. Created collaboratively with SAP and leading vendors in this field, this private cloud solution for SAP can dramatically shorten the time to provision new SAP landscapes from days to hours. What’s more, because it is run in the cloud, the solution can reduce costs while improving scalability, flexibility and recovery of systems.

The service is intended to enhance the performance of systems running SAP applications, improve flexibility, lower costs and use newer SAP technologies, including analytics and mobility. WFT said migrations could be delivered in less than four months at a fixed price.

Cloud computing will help CIO’s to reduce TCO and also scale, provision SAP servers in minutes eliminating IT complexities says Ganesh Radhakrishnan, CEO Wharfedale Technologies (WFTCloud). “Our joint initiative with SAP on Cloud will take us to next level with this strategic Private Cloud Solution,” he said.

The SAP Private Cloud infrastructure of WFT is based on vBlock infrastructure (a joint initiative of Cisco, EMC & VMware). WFT’s deep expertise and understanding of vBlock and the SAP application results in design of an optimal landscape in cloud that not only meets the current business requirements but also makes it much easier to expand resources in future.help architect SAP to run on Private Cloud. WFT executed more than 10+ implementations of vBlock SAP Private cloud in the industry.

“With vBlock vCloud, clients can move SAP applications from large, expensive servers to a smaller, highly efficient virtualized system powered by intel microprocessors in a x86 environment.” said Mahesh Reddy, CTO of WFT.

“The vBlock platform from VCE is a great example of achieving higher performance for SAP at a lower cost,” he said.

Some businesses are uncomfortable moving business-critical SAP systems off-premise to the public cloud, but private cloud systems offer the same efficiency and performance benefits, said Rajeev Menon, Vice President WFTCloud, while providing a level of data security and integrity found with on-premise legacy technologies.

In the case of WFT private cloud solution, WFT will manage the applications and infrastructure being delivered to the client.

The implementation of this infrastructure transformation solution requires a unique combination of skills, experience and capabilities. The intention of this solution is to help customers maximize the performance, scalability and provision SAP systems on-demand. Being a Certified Cloud Services Partner for SAP, WFTCloud also works very closely with SAPLabs for Cloud solutions.

WFT has successfully deployed these solutions to customers who are early adopters of SAP vBlock infrastructure, which resulted in improved performance, reduced costs and expanded SAP technology footprint in cloud.

About Wharfedale Technologies, Inc.

WFT is a leading technology consulting integration firm specializing in infrastructure integration in the implementation and support of virtualization and private/hybrid cloud services. As an SAP-certified provider of cloud services, it also offers the following services in support of SAP solutions: high availability, disaster recovery, advanced sizing for virtualization, back-up/recovery Integration, systems refresh automation and landscape optimization. For more information on WFT services, visit http://www.wftcloud.com or http://www.wftus.com or call (888) 533-3113.

SAP and all SAP logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries.

All other product and service names mentioned are the trademarks of their respective companies.

SAP Forward-looking Statement

Any statements contained in this document that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. Words such as “anticipate,” “believe,” “estimate,” “expect,” “forecast,” “intend,” “may,” “plan,” “project,” “predict,” “should” and “will” and similar expressions as they relate to SAP are intended to identify such forward-looking statements. SAP undertakes no obligation to publicly update or revise any forward-looking statements. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations The factors that could affect SAP’s future financial results are discussed more fully in SAP’s filings with the U.S. Securities and Exchange Commission (“SEC”), including SAP’s most recent Annual Report on Form 20-F filed with the SEC. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates.

###









Attachments




































Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Comments Off


In order to save money, a person must have an understanding of how much money she is bringing home and where this money is being spent. Discover how the creation of a budget will help people to save money with help from a financial services specialist in this free video on saving money. Expert: William Rae Contact: www.hbwfl.com Bio: William Rae has been licensed in the insurance and financial fields for over 30 years. Filmmaker: Christopher Rokosz
Video Rating: 4 / 5

Accenture and Avanade, two global technology services and consulting companies, are developing new solutions with Microsoft Surface, an innovative, multi-touch and multi-user technology with object recognition. This video shows a demonstration of the ‘Financial Planning with Microsoft Surface’ application.
Video Rating: 4 / 5


Your finances can’t manage themselves, but that doesn’t mean they won’t try. Bring all your finances together with the help of the one person who can — a CERTIFIED FINANCIAL PLANNER™ professional. CFP® – Let’s make a plan. CFP Board’s first large-scale Public Awareness Campaign to increase awareness of CFP® professionals includes this 30-second television advertisement broadcast on national television cable networks including CNN, ESPN, Fox News, HGTV, The History Channel, MSNBC and The Travel Channel.
Video Rating: 4 / 5

www.safemoneymillionaire.com Financial Planning and Budgeting stretch your earnings more than you think it could. Give yourself a raise without going to your boss. Learn how to control your spending. Take the advice of expert financial planning advisors Brett Kitchen and Ethan Kap. Hear what they have to say about financial planning and budgeting. Download the tools from www.safemoneymillionaire.com and learn how to budget and how to invest the smart way.
Video Rating: 5 / 5

Comments Off


Your finances can’t manage themselves, but that doesn’t mean they won’t try. Bring all your finances together with the help of the one person who can — a CERTIFIED FINANCIAL PLANNER™ professional. CFP® – Let’s make a plan. CFP Board’s first large-scale Public Awareness Campaign to increase awareness of CFP® professionals includes this 30-second television advertisement broadcast on national television cable networks including CNN, ESPN, Fox News, HGTV, The History Channel, MSNBC and The Travel Channel.

Comments Off


In order to increase cash flow on a personal level, an individual needs to bring more money into his house by working more hours or becoming more valuable in his salaried position. Find out what responsible spending has to do with increasing cash flow with help from a financial services specialist in this free video on increasing cash flow. Expert: William Rae Contact: www.hbwfl.com Bio: William Rae has been licensed in the insurance and financial fields for over 30 years. Filmmaker: Christopher Rokosz
Video Rating: 4 / 5

www.newparentfinances.com – Katy Song of VitaVie Financial Planning talks about the financial challenges that new parents face. VitaVie provides comprehensive financial planning advice on a fee-only basis to new parents and growing families in Marin County and throughout the San Francisco Bay Area.


Kristin Harad of VitaVie Financial Planning www.newparentfinances.com discusses the benefits of working with a Certified Financial Planner. VitaVie Financial Planning is a fee-only financial planning firm providing comprehensive financial advice to new parents and growing families in the San Francisco Bay Area.
Video Rating: 4 / 5


Urban Humanitarian Projects (UHP) Announces $ 3000 in Matched Donations for the Urban Santa Project to Provide 1,000 Christmas Gifts











Urban Santa Project


New York, New York (PRWEB) November 30, 2011

This year’s Urban Santa Project follows two successful campaigns, which provided children with toys and winter clothes in 2009 and personalized toy delivery to over 300 children in 2010. The project is supported entirely by donations from individuals and is organized completely by volunteers so that 100% of the donations are used for charitable programs. The team works with established charities in urban communicates to distribute the gifts residing at various housing facilities. Each child receives a wrapped present with a hand-written, personalized note.

“What makes our program unique is that our Santa and his elves hand-deliver the gifts to children on Christmas morning,” said Santhosh Cherian, UHP’s Executive Director and founder of the Urban Santa Project. “We want to do everything we can to make sure every child is smiling on Christmas morning, regardless of their social or economic background.”

In 2009, 23 gifts were delivered at Covenant House: Mother-Child Crisis Center and winter coats and accessories were provided to homeless men and women through Holy Apostles Soup Kitchen. Last year, the Christmas charity event saw tremendous growth, distributing 300 gifts to children from five organizations. UHP plans to more than triple that number this year.

UHP works with partner charities to collect names of children living at their facilities. All the shopping and wrapping is done by the volunteers. Program partners include Palladia, Covenant House, WIN (Women in Need, Inc.), The Children’s Aid Society, Providence House and Operation Haiti Recovery. Each child receives a gift that is age-and gender-appropriate.

“A new component for this year is the personal hygiene kit,” Cherian said. “Because UHP was founded and is run by medical students from St. George’s University, we wanted to take advantage of this great opportunity to have ‘Santa’ stress the importance of taking care of your body and your health.”

For more information or to donate, go to http://www.urbansantaproject.org.

Urban Humanitarian Projects (UHP) is a student-run non-profit 501(c)3 charitable organization founded by St. George’s University medical students (Grenada, West Indies) completing their medical training in New York City. UHP’s mission – to improve the education, healthcare, and quality of life of the underprivileged – is supported by working with established charities throughout the United States and abroad to make a positive impact in the lives of disadvantaged children and adults. UHP past projects include the annual Urban Santa Project – Christmas day gift delivery, GURUS High School Mentorship Project, and a semi-annual video game tournament fundraiser event which raised over $ 100,000 for humanitarian projects worldwide. The organization’s tax-exempt fiscal sponsor, FJC, a foundation of philanthropic funds, allows start-up programs to utilize their services to accept donations and operate as a legal entity. FJC maintains the organization’s financial records, assisting in donor relations and all legally-mandated monitoring and reporting. UHP is fully supported by St. George’s University and its administration. http://www.uhp.org


###









Attachments

















Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.







Comments Off


What a Certified Financial Planner is and why choose to work with one
Video Rating: 3 / 5


USAA, Jewish War Veterans of the U.S.A Announce Alliance Posted on by

Comments Off


Demystifying Cost Basis Reporting Posted on by

Comments Off


WFTCloud.com Announces a New Service for Customers to Run SAP Applications on Managed Private Cloud Posted on by

Comments Off


Financial Planning : Tips on How to Save Money Posted on by


CFP Board’s “Let’s Make a Plan” TV Public Awareness Campaign Posted on by

Comments Off


CFP Board’s “Let’s Make a Plan” TV Public Awareness Campaign Posted on by

Comments Off


Financial Planning : How to Increase Cash Flow Posted on by


Certified Financial Planner Kristin Harad Posted on by


Urban Humanitarian Projects (UHP) Announces $3000 in Matched Donations for the Urban Santa Project to Provide 1,000 Christmas Gifts Posted on by

Comments Off


Certified Financial Planner Posted on by




Follow Us On: