Category: Finances

What You Need to Know (When Placing a Loved One in a Facility)

Available for Interviews:  Martha Jo Patterson

Martha Jo Patterson is a Certified Elder Law Attorney and is passionate about helping the elderly, disabled, as well as families who have special challenges both in taking care of their loved ones and managing legal matters.

What Martha Jo Patterson can say in an interview about
elder care and the need to place a loved one in a facilty:

1.  Medicaid and Veteran’s Benefits may be available to help pay for a facility.

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Stocks Doing Well During the Pandemic

Available for Interviews: Harry Abrahamsen.

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen Can Say About
Stocks That Are Doing Well Right Now:

Certain sectors in the financial services industry are booming, specifically the fixed index annuity space. The main reason is people can safe harbor their money, guarantee their principle, and ride the markets up—without ever losing money to market risk ever again.

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Digital Financial Planning During the Pandemic

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on Digital Financial Planning Options:

5 Things to Look for When Hiring a Financial Advisor

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some key points that Kathleen Owings
on hiring a financial advisor:

 In today’s day and age people spend more time on their devices checking out their social media feeds rather than thinking about their financial future and hiring a financial planner or adviser. Most people stumble into relationships with financial professionals without a real plan for their engagement and do not research their options ahead of time. If you put some time and attention to the process, you will be much happier in the end—and hopefully have a long-lasting relationship with a financial professional that supports the goals for your financial future. Here are 5 tips when looking for a financial professional:

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401k Investments Amid the Current Coronavirus Crisis

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some Key Talking Points From Kathleen Owings
on 401k Investments Amid the Current Coronavirus Crisis:

It is completely normal to feel nervous and less than secure sometimes when it comes to our investments—especially when the country (even the world) seems to operating on shaky grounds. But even though we are experiencing some major market volatility amid the Coronavirus, here’s some helpful, solid advice when it comes to long-term investments like your 401k:

  • Investors should remain calm and not make any rash decisions about their investments in the midst of these market movements.

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The Coronavirus Threat and Your Investments: Should You Freak Out?

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some Key Talking Points From Kathleen Owings
on the Coronavirus Threat and Your Investments:

People are closely watching how the stock market dropped last week and are starting to get nervous. The Fed adjusted interest rates, yet the market didn’t react as positively as they had hoped (that day). Should people be overly concerned? 

Continue reading “The Coronavirus Threat and Your Investments: Should You Freak Out?”

401(k) Contributions Advice

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some key points that Kathleen Owings
on 401(k) Contributions:

Before Increasing Your 401(k) Contributions

The first thing I encourage clients to think about before they increase their contributions is how much debt do they still have. Student loans, car loans, personal loans are all too common. So, before a client increases their contributions I ask them to look at the debt to see if those additional dollars can be put towards the debt. If they have the debt under control, then we also look at college savings for their kids. If they have not started a 529 savings account for their kids then that is another place we would look for additional savings.

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Why EVERY Woman Should Have a Will

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. He is also an expert in the estate planning space. Here are some talking points on how why estate planning is particularly important to women.

 

  • Wills are not just for the wealthy. Wills are not just for “old people” (whatever “old” means nowadays). Women of all ages should have a Will as part of their comprehensive estate plan. A Will is part of a comprehensive estate plan that protects you while you are here (even if you are incapacitated), and ensures that your personal property, money and home are distributed to your loved ones in the most tax-friendly and efficient way possible.

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Achieving Financial Wellness in 2020

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Talking  points that Kathleen Owings
on Achieving Financial Wellness:

Managing one’s money isn’t just good for supporting yourself or your bottom line; It is essential for good mental and overall health. Money problems can be detrimental to your health and the relationships of those around you. Money problems can also cause stress on marriages and impact your children, too. Developing good money habits can not only be personally beneficial, but also something you can pass onto your children so they develop those healthy habits, too.

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When to Talk About Money With Your Kids

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings (BIO below) can discuss when to talk to your children about finances. Should we even talk about private money matters with our kids? If so, is there a good time to start?

Some key points that Kathleen Owings can expand on in an interview:

  • Parents should absolutely talk about money with their kids.
  • Age 5 is a good age to talk about saving.
  • Telling your kids the exact salary you make is a personal decision and a private one.
  • The biggest reason why parents don’t talk about money with their kids, is because they aren’t confident about finances and their own situation.
  • This is a good opportunity to get your own financial situation in order.
  • Get them to start: Give, Save, and Spend Jars.
  • It’s a different generation of kids now. Kids are inundated with information and opportunities to buy (because of technology—access to Amazon, in-app purchases, video gaming, etc.)
  • We need to teach delayed gratificationKathleen E. Owings
    Financial Advisor
    Westbilt Financial Group

Available for Interviews: Kathleen E. Owings.

Kathleen E. Owings was named one of the 4 Under 40 in 2018, a prestigious award given by the National Association of Insurance and Financial Advisors to only four young advisors in the country. Kathleen manages assets for individuals, families, and businesses to the highest standards of fiduciary duty.

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Jo Allison
PR Managing Editor
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