Archive for November, 2017
TAXING CONSEQUENCES: WHAT YOU NEED TO KNOW
As we count our Thanksgiving blessings WEALTHTRACK is also celebrating the generosity of Americans. With public television launching its winter fundraising season we revisit strategies to maximize charitable giving. Watch this episode again here. Continue Reading »Taxing Consequences: What You Need to Know
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Retirement Expert Kristi Mitchem: Why Financial Planning Makes Millennials and Boomers Happier
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RETIREMENT EXPERT KRISTI MITCHEM: WHY FINANCIAL PLANNING MAKES MILLENNIALS AND BOOMERS HAPPIER
Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness.
TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”
TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”:
- Having enough money to save for future needs
- Saving enough for retirement
- Feeling in control of your financial life
- Taking an active role in setting and achieving goals for your financial life
- Able to pay monthly expenses
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