Tag: Financial Planning
Why retirees may want to buy an immediate annuity now
An immediate annuity is an insurance product that provides guaranteed income: You give an insurer a chunk of money, and the company gives you...
Weston: You’ll probably live longer than you think
Women often don't score as well as men in surveys of financial literacy. One area where we seem to do better is "longevity literacy,"...
StrategicPoint Promotes Kristina Mello to Senior Financial Advisor, Director of...
StrategicPoint Investment Advisors is pleased to announce that Kristina Mello has been named Director of Financial Planning and Senior Financial Advisor. The promotion of...
Jones launches financial advisory firm with single-fee business model
Shaun Jones learned the value of money and how best to acquire it when his parents cut him off at the age of 13....
Lax and Company Announces New Hire
Martha Clancy has been named as the Client Relations Assistant for Lax & Company. Clancy will be the first point of contact for client...
KRISTIN ANASTASIADES, 37
40 Under Forty 2019 winner:
KRISTIN ANASTASIADES | 37
VICE PRESIDENT OF MARKETING AND STRATEGY, LAX & CO.
What is the best advice you have ever received?...
Fidelity aims for financial and physical well-being
Healthiest Employees: 5,000+ Employees | #3. Fidelity Investments
CEO (or equivalent): Abigail P. Johnson, CEO and chairman
Number of employees: 37,000
Fidelity Investments wants its clients...
Fiscally sound
When does your company put together its fiscal year budgets?
Spring: 40%
Fall: 40%
Winter: 20%
Summer: 0%
Is the budget an aspirational guide to operations or a strict...
Devin Rainone Joins SKWealth Management, LLC
SKWealth is pleased to announce the hiring of Devin M. Rainone, as a Paraplanner in the firm. Devin has over three years of experience...
Team approach to financial planning
People want to access all facets of life on their phones.
That’s according to Ryan Alan Lax, owner of Lax & Co., who says his...
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