Financial Planners Anderson IN

This page provides useful content and local businesses that can help with your search for Financial Planners. You will find helpful, informative articles about Financial Planners, including "Number Crunch". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Anderson, IN that will answer all of your questions about Financial Planners.

William Howell
Howell Financial Advisors, Inc.
(317) 877-8000
176 W. Logan Street
Noblesville, IN
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA

Mr. Joseph A. Clark, CFP®
(765) 640-1524
429 E 14th St
Anderson, IN
Firm
Financial Enhancement Group LL

Data Provided by:
Mr. Nathan E. Carmany I, CFP®
(765) 640-1561
4931 s 50 w
anderson, IN
Firm
Charles Schwab & Co., Inc

Data Provided by:
Mr. Eric W. Williams, CFP®
(765) 640-1113
777 N Broadway
Anderson, IN
Firm
UBS Financial Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Bret A. Overdorf, CFP®
(765) 642-9997
5952 Alexandria Pike
Anderson, IN
Firm
Bret A. Overdorf, CPA, PC

Data Provided by:
Mr. David L. Hardacre, CFP®
(765) 644-4455
800 Main St Ste 215
Anderson, IN
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Long-Term Care, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Paul Church, CFP®
(765) 649-5581
1106 MERIDIAN PLAZA
ANDERSON, IN
Firm
WELLS FARGO ADVISORS
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Women's Finances, Young Professionals
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Dr. Jerrald M. Fox, CFP®
(765) 641-4361
Falls School of Business
Anderson, IN
Firm
Anderson University

Data Provided by:
Mr. Philip E. Lavelle Jr., CFP®
(317) 902-9335
621 E 8th St
Anderson, IN
Firm
Financial Partners Group
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits

Data Provided by:
Mr. Adam Thomas Mchenry, CFP®
(765) 729-0400
3105 N Benton Rd
Muncie, IN
Firm
ProEquities
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning

Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

Click here to read the rest of this article from Energy Times