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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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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7 Essential Tips on Financial Plans

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 7 Essential Tips on Financial Plans:

  1. A financial plan is a person’s roadmap for their financial goals. Everyone should have a financial plan. Most people think or believe that these plans need to be complicated, but in reality financial plans should be simple and answer complex questions for people. Questions such as how much do I need to save to retire, or how much should I be savings for my child’s college education need to be answered. Continue reading “7 Essential Tips on Financial Plans”

Planning Wisely for the Possibility of a Recession

Kathleen Owings, a Financial Advisor and Principal Owners of Westbilt Financial Group, has had first-hand experience of living through a recession at a young age—all the more for making her the wise and successful asset manager she is today.
Talking points that Kathleen Owings can expand 

on her experience of living through a recession:

  • During the summer, some financial analysts predicted a 50/50 chance of America falling into a recession. Over the last couple of weeks, tensions have eased to around 25%. Preparation and protection is essential in the unfortunate possibility of a recession.

 

  • I have lived through two recessions in my adult lifetime: the Dot-Com Bubble Bust of 2001 and the Great Recession of 2008-2009.

 

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.

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

Kids & College: Smart Talk From a Financial Advisor

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of planning for college and how to have that important talk with your college-bound children.

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

Talking to your kids about finances is never easy; especially if you need to tell them that they are going to be responsible for their own college expenses. It is certainly important to have the conversation in the event that their heart is set on an ivy league college, but they do not realize that the bill will fall on them. Here’s some straight-forward advice on addressing the issue:

  1. Have that open conversation about college so everyone is on the same page. Talk to them about where they would like to go to school and what they think they want to study.
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