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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...
AFFORDABLE ADVICE: Shaun Jones intends to cater personally to clients without expensive or hidden fees with his new venture Jones Fiduciary Wealth Management. / PBN PHOTO/MICHAEL SALERNO

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...
PBN PHOTO/MIKE SKORSKI

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...
EASY ACCESS: Ryan Alan Lax, owner of Warwick-based financial-planning and life insurance firm Lax & Co., offers his clients ease of access via a phone application through Lion Street, a nationwide partnership group based in Texas. / PBN PHOTO/MICHAEL SALERNO

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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