Financial Wellness Center

Dec 01, 2017

If you could see how your choices today affect your financial future, imagine the advantage you would have. If you want to see what your...

Nov 02, 2017

Watch this video to learn more about World Investment Advisors Financial Wellness Program. The Program includes the following: SMARTMap...

Nov 02, 2017

A lot can happen in the course of a year…and it usually does. Show your clients how a yearly financial checkup can help keep them on track towards...

Nov 02, 2017

The "golden rule" - spending less than you learn. Watch the video to learn more!

Nov 01, 2017

When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is...

Oct 30, 2017

For parents who want to help their children pay off loans, a note of caution. A growing number of parents appear to want to help, as young-adult...

Oct 30, 2017

Do investors rely on emotion when investing? Many behavioral economists and psychologists believe they do. As much as we recognize the need to save,...

Oct 27, 2017

Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social...

Oct 20, 2017

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be...

Oct 17, 2017

Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and...

banner_inset_img

Let's get started together