RetirementSavvy

Posts Tagged: wealth management

Balancing Act: Wealth Management Straight Talk for Women Paperback: 168 pages Publisher: Joslyn G. Ewart (2016) Don’t be thrown, or put, off by the title. This book is intended for women and men who want to gain perspective and learn strategies they need to make sound financial choices. The author, a Certified Financial Planner (CFP), identifies personal finance concepts and tools and… Read Article →

The following guest post is provided courtesy of Desepoli Wealth Management. Ideally, people investing for retirement always should have been able to feel confident that their financial advisors were giving them unbiased advice and recommending what was best for them. That wasn’t necessarily the case, though, which prompted the Department of Labor to issue new… Read Article →

Brigadier General Michael Meese (U.S. Army, Retired), Ph.D., FLMI, is the Chief Operating Officer of the American Armed Forces Mutual Aid Association (AAFMAA), a 136 year-old non-profit that assists the American Armed Forces community with insurance, financial planning, survivor assistance, and other benefits.  In 2013, after 32 years in the Army, he retired from his… Read Article →

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