Financial Wellness vs. Financial Literacy Did you know that January is Financial Wellness month? SEIA Senior Partner Tom West offers definitions of financial wellness and financial literacy and discusses the unique needs of individuals with assets like retirement accounts, homeownership, and brokerage accounts. What is Financial Wellness? […]
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Howard Gleckman, Senior Fellow at The Urban Institute, and Tom West, Senior Partner at Signature Estate & Investment Advisors, presented online for Goodwin House at Home on August 31, 2021. This blog is based on Tom’s comments on good decision-making on all things financial and healthcare. Summary
Financial Wellness: For Advisors and Clients by Thomas C. West, Senior Advisor at Signature Estate & Investment Advisors, and creator of the Lifecare Affordability Plan, a durable health-driven financial planning process What is the definition of financial wellness? The definition of financial wellness is still in flux.
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With your financial advisor, you planned for retirement by determining your portfolio risk level, income needed, and legacy goals at every stage of your life. Now that you are retired, your risks are more than your portfolio investments. Here’s how to determine who has age-related risks, what
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As you continue to be there for your loved one, we continue to be here for you. We want to share with you some of the go-to resources that other families have told us they have found useful. We hope they assist you! AAA Senior Driving –
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If you’re looking to boost your financial IQ, reading these books is one way to get started. CNBC.com asked financial advisors which books they’d recommend to increase your understanding of how you should invest and manage your money. Here are their top picks. KEY POINTS If you
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