Category: Personal Finance

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:

Continue reading “5 Things to Look for When Hiring a Financial Advisor”

Nursing Home Fears: Mitigating the Financial Burden

Available for Interviews: Glenn Matecun.

Glenn Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Here are some talking points on how to financially plan for nursing home costs:

Married and concerned about one of you going into a nursing home?

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.

Contact:
Jo Allison
PR Managing Editor
MEDIA AMBASSADORS
Success In Media, Inc.
Jo@SuccessInMedia.com

Practical Tips for Dealing With Debt

Interview Kathleen Owings.

Kathleen Owings, a Financial Advisor and Principal Owners of Westbilt Financial Group, can discuss some simple, yet practical ways that people can get get out of debt and get their finances back on track.

Talking points that Kathleen Owings
On Overcoming Debt:

Debt can be very overwhelming and may make one feel like he or she has no control over your finances. 

Distress Associated With Credit Card Debt

Interview:  Michael Taggart

People would rather talk about how much they weigh than reveal how much credit card debt they owe. Here are some talking points from Michael Taggart on the subject of emotional stress Americans have with credit card debt.

 

  • A recent survey by CreditCards.com found that 47% of Americans felt uncomfortable discussing their credit card debt with anyone and only 19% who were uncomfortable talking about their weight. 
  • Struggling with debt brings up a host of negative emotions like guilt, shame and embarrassment, so many people hide the problem. Continue reading “Distress Associated With Credit Card Debt”