For this article, we will discuss those areas of estate and financial planning for the age group I will refer as “age 50 and older.” Obviously, we’re dealing with a wide age span for people in this group that pairs those of the World War II generation along with the Baby Boomer generation that followed [...] [...]
Keeping members up to date with changes that affect their profession is a large part of what the Mississippi Chapter of the Financial Planning Association does. Members and other professionals gathered recently to earn four hours of continuing education credits as they learned how changes in the regulatory landscape will affect them. More quarterly forums [...] [...]
The best advice is worth repeating until people take it to heart and follow it. For your waistline, it’s something like, “eat less, exercise more.” The best advice for your wallet might well be “spend less, save more.” Nancy Lottridge Anderson, a chartered financial analyst, offers advice to clients at New Perspectives Inc., her investing [...] [...]
By Stan Purvis The ongoing public policy debate on federal income and estate taxes has increased investor concerns. Investors are concerned about the uncertainty of new tax laws and the impact the tax increases will have on their lives and family. The ballooning federal annual deficit and federal debt and how to best deal with [...] [...]
Phillips loves the fraternal nature of Woodmen of the World Three years ago, Kenny Phillips was mulling a career change when he had a discussion with a hunting and fishing buddy he admired who was a state manager for Woodmen of the World. He’d recently begun asking himself some tough questions: where he saw [...] [...]
Ridgeway: The right thing to do in this economic climate is counter to the intuitive thing to do Mississippi families are reevaluating their investments and coming to understand the importance of savings due to the economic decline, financial advisors said. “Families are getting rid of some of their discretionary spending and are beefing up [...] [...]
Loading ...