Financial Wellness Center

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking...

When you envision retirement, you probably see yourself living comfortably, doing what makes you happy. Your dreams could be as lofty as traveling...

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors When I left the corporate world to go independent, I entered the...

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors It’s been reported that the majority of people by mid-February,...

If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time...

Neither World Investment Advisors, LLC nor its advisors provide tax or legal advice. Consult with an appropriate professional regarding...

A will may be the most vital piece of your estate plan, even if your estate is a modest one. It is a legal document that lets you direct how your...

The SMARTMap Portal offers you a simple and secure location where you can monitor the financial components of your life, allowing you to...

10,000 baby boomers will be age 65 tomorrow, the age for retirement, but not all have optimized their financial future. It's not too late to...

Today we are bombarded by advertisement enticing us to spend our money. But what if we stopped to question where we spend our money and what...