Financial Advisement

Achieving Financial Wellness in 2020

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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Starting a New Biz in 2020? 5 Reasons Why Startups With Great Technology Fail

Interview Phil Crowley.

Philip P. Crowley, is a dedicated attorney who has been handling legal matters for pharmaceutical, biomedical, medical devices, information technology and other technology companies for over 30 years. He has also spent nearly 25 years on the board of trustees of the Stevens Institute of Technology, with substantial involvement in the oversight of academic innovation and entrepreneurship.

Talking Points from Phil Crowley on How Startups
With Great Technology Can Often Fail:

Having great “ground-breaking” technology is one requirement for success in the tech world. But there are obstacles to success that entrepreneurs ignore at their peril. Here are five of them:

Failure to form and appropriately use a limited liability vehicle, a corporation or limited liability company—without this the founders put their own personal assets at risk. Losing that “seed capital” (e.g., savings and checking accounts) can doom an enterprise.
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Fall Cleaning for Finances

Interview Kathleen E. Owings, financial advisor. People often thing Spring Cleaning… Well, fall is really the perfect time for a fall cleaning… for your finances.

Some Key Points From Kathleen Owings
on Fall Cleaning for Finances:

Fall is a great time to clean out your home office. Many of us pile up old bank statements, credit card bills, etc., in our offices. Either shredded it yourself, or get a box together and look for a community shred event to get rid of the extra clutter and reduce any potential documents that could be used by an identity thief.
Be sure your beneficiaries are up-to-date on your life insurance policies and investment accounts.
Look at your budget and start planning for the holidays. Now is a great time to plan for your upcoming vacations to visit family and as well as plan for gift-giving for the kids and the family at large.
Now is a great time to either create or review your household income and expense budget to plan for the upcoming year.
Review your benefits that are provided through your employer to see if you want to make changes during open enrollment next year.

The right planning now sets you up for a more secure, happier future. 🙂

Kathleen E. Owings
Principal and Financial Advisor
Westbilt Financial Group
www.westbiltfinancial.com

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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