The oldest baby boomers, many of whom are expecting to retire soon, will likely not have enough money to carry them through their twilight years, according to a study released today by the Employee Benefit Research Institute. Click here read more. Read More →
On March 18, 2010, President Obama signed into law the Hiring Incentives to Restore Employment (HIRE) Act. The Act gives employers a temporary payroll tax exemption for qualifying new hires plus a tax credit for retaining new employees. The Act also temporarily extends increased Internal Revenue Code (IRC) Section 179 expensing limits. See a Flash movie...
It is wonderful to see this difference being discussed. As a fully independent registered investment advisor, we put our clients first as a fiduciary, and have been for over 11 years. Why would an investor accept anything less? That’s why this New York Times is a must read and is so relevant: THE Great Recession has intensified a long-running...
Click the Play button (right arrow image, center of screen) to begin this Flash movie presentation on: Financial Planning: Helping You See the Big Picture Read More →
Announcing “Learn to Earn Gatherings for Women” sponsored by The Financial Well, Inc. during the Seven Steps to Living and Being Financially Well presentation. Kimberly Overman, CFP, and CEO of The Financial Well, Inc., speaks at Tampa’s tenth annual Speaking of Women’s Health conference in Tampa, Florida, on October 3, 2009....
Kimberly Overman, 2008 President of the Financial Planning Association of Tampa Bay (FPA), featured in the News. President Frederick Van Den Abbeel Unanimously Elected 2010 President Of The Financial Planning Association Of Tampa Bay “Frederick’s dedication to the financial planning industry is why members of the local Financial Planning...
Wisdom from The Financial Well: You have four business days to finish your 2009 year-end tax planning. Take inventory of your financial fitness to see if there’s an opportunity to keep more of the money you have earned in 2009 or will earn in 2010. 2009 Year End Tax Planning Read More →
News > The Financial Well In the News As seen in…Bank Investment Consultant Shaken and Stirred By David J. Drucker November 1, 2008 Not all advisors will be ready to make the shift to a more active investment role. But the current market calamity has caused them to reorient their businesses to better deal with weak markets in the future. Says...
