Handler Investment Consulting Group of Raymond James

 

Helping Plan Participants Retire With Dignity

Saving for retirement. Ensuring you’ll have enough money to live comfortably once your working days are over. What could be farther from your mind when you’re in your 20s? Most twentysomethings are much more concerned about paying off their college debt, finding a job or just surviving from paycheck to paycheck.

“Yet it’s never too early to start saving for retirement,” says Gary Handler, Senior Vice President of the Handler Investment Consulting Group of Raymond James. “In fact, the earlier you start saving – and the more you save – the better off you’re going to be when you do reach retirement age.” …Read More

Dee Mosier’s Financial Straight Talk

 

Factual, Clear, Understandable – Bringing People the Working Realities of Financial Life

Americans need a reality check.  Roughly 75 percent have “positive perceptions” of their financial knowledge and math skills. But when FINRA’s* investor education foundation compiled five financial literacy questions, only 14 percent of respondents answered them correctly.

It’s All About Financial Education
Financial Straight Talk’s goal is to turn people’s positive perceptions into positive realities. The firm empowers individuals to make sound fiscal decisions by delivering financial literacy messages to them through print, television and social media.

Dee Mosier is a former veteran of the financial world.  She rose to leadership and officer positions with various financial companies before becoming one of the first women in the U.S. to begin her own securities broker/dealer firm in 1986.  She was also a professor at Columbia College, Chicago, teaching and developing curricula for a number of business courses, including investments.

Coming Soon: ‘Financial Boot Camp’
Dee’s prior experience as a television producer and host of a financial show has taken her around the world, giving her firsthand knowledge of foreign markets and global business leaders. Today, in addition to making guest appearances on American TV as a financial expert, she reaches thousands of people through her website, through social media and via her YouTube channel, where she connects with people in 126 countries. A new weekly 30-minute television show – Financial Boot Camp – uses easy-to-understand language to empower people in making positive financial decisions. Look for it soon on Family Entertainment Television (FETV).

Public speaking and publishing are other avenues Financial Straight Talk uses to serve people. Dee has spoken to such groups as the Beijing School of Broadcasting, the producers at CCTV and various chapters of the American Chamber of Commerce around the world. And her book, Financial Straight Talk: Road to Retirement, is “176 pages that will change your life,” she says.

Dee put her extensive experience to work by creating Financial Straight Talk Foundation, to promote financial literacy, deliver financial education through curricula and social media, and help people make the important step from perception to working financial reality.

* FINRA: Financial Industry Regulatory Authority

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60 W. Randolph, Suite 237 | Chicago, IL 60601
P.O. Box 788 | LaPorte, IN 46352
www.financialstraighttalk.com | info@financialstraighttalk.com

 

Kendal

Together, transforming the experience of aging.

Whether you’re looking for the intellectual and cultural stimulation of a college town or easy access to a big city, Kendal has a retirement community for you. With extraordinary programs focused on wellness and continuing personal growth and development, we join with residents in “Together, transforming the experience of aging.”

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KOHUD.Kendal.org
1-866-KENDALNY
KAI.Kendal.org
800-253-6325

 

Jefferson’s Ferry

 Confident Retirement: Lifecare Communities Provide Hassle-Free Lifestyle and Estate Protection

Every day for the next 16 years, 10,000 baby boomers will turn 65 at the same time public funding for vital support services is dwindling. “The Lifecare Community concept is an important part of the solution to a challenge that many families are facing,” says Karen Brannen, CEO of Jefferson’s Ferry Lifecare Retirement Community in Setauket, N.Y. “Older adults are concerned about the cost of health care as they age because they have seen long-term care expenses wipe out a family’s assets. Lifecare communities offer the highest level …Read More

Peconic Landing

Long Island’s Only Accredited Lifecare Community Adds Greater Capacity, Enhanced Services

The demand for Peconic Landing’s unique brand of senior living has been strong since the not-for-profit opened in 2002. Long Island’s only CCAC-accredited lifecare community quickly became the most coveted address for people age 62 and better, who are attracted by the equity-ownership opportunity and outstanding services and amenities. Waiting lists to gain entrance have been the norm throughout the organization’s history.

In 2013 Peconic Landing announced its largest expansion of facilities, amenities and therapies. With groundbreaking in early 2014, …Read More

Miller & Milone, P.C.

 

Innovative Law Firm Tackles Healthcare’s Toughest Questions

Change—be it sudden or gradual, subtle or dynamic—has long been synonymous with Christina Milone’s career. As a managing partner responsible for five thriving divisions comprising 200 professionals and support staff who must resolve thorny, often unprecedented healthcare matters, Milone is accustomed to feeling the ground shift beneath her feet.

Despite the unpredictability, she navigates with a remarkably steady hand.

In collaboration with her cohesive team of attorneys and directors, Milone operates Miller & Milone, P.C., a well-respected practice …Read More

Miller & Milone, P.C.

 

Innovative Law Firm Tackles Healthcare’s Toughest Questions

Change—be it sudden or gradual, subtle or dynamic—has long been synonymous with Christina Milone’s career. As a managing partner responsible for five thriving divisions comprising 200 professionals and support staff who must resolve thorny, often unprecedented healthcare matters, Milone is accustomed to feeling the ground shift beneath her feet.

Despite the unpredictability, she navigates with a remarkably steady hand.

In collaboration with her cohesive team of attorneys and directors, Milone operates Miller & Milone, P.C., a well-respected practice …Read More

Blue Moon Works, Inc.

 

Fashion Icons Go West for
Cutting-Edge Digital Marketing

New York may be the reigning capital of fashion and style, but Denver is on track to become the next big digital marketing hub. Leading the charge is entrepreneur Cynthia Brown, whose company is busily ushering in the next generation of digital marketing.

Brown is the founder and CEO of Blue Moon Works, Inc., a digital marketing agency serving some of the biggest names in fashion, apparel, jewelry and home décor. Its sole focus is consumer-oriented eCommerce: from developing the marketing strategy, to identifying the right target audience and driving traffic to the website, …Read More

Nightingale & Nightingale

 

Managing the Perception of Your 
Most Valuable Asset: Your Image
Nightingale & Nightingale | Public Relations | Media Relations | Perception Management

To hundreds of canine owners across the Tri-State area – and their pets – the annual Howl-ween parade through the village of Cold Spring Harbor, N.Y., is a highlight of the fall season, a chance to see canines of all types and sizes model their favorite fashions, party with fellow animal lovers, and celebrate the deep, enduring bonds between humans and their dogs.

To area businesses, the event is a chance to showcase their offerings, attract new customers and conduct business. …Read More

Fusion Capital

 

New Breed of Investment Advisors are Building New Traditions

A chance meeting at an investment conference brought two unlikely partners together to form a unique investment firm. Dan Webster, from Rochester, N.Y. near the border with Canada, and Jason M. Mengel, CFP®, who grew up in the Deep South in Atlanta Ga., had each relocated to South Carolina’s coastal area to enjoy life on the water – Webster to Pawley’s Island and Mengel to Isle of Palms. They owned separate practices in Charleston, Aiken and Myrtle Beach. After meeting, they realized they shared a vision that set them apart from the mainstream financial service industry, and they developed an idea to collaborate and “fuse” their advisor firms. They put a partnership into motion, named it Fusion Capital, and have not looked back since. …Read More