Financial Planners Bolivar MO

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 Bolivar, MO that will answer all of your questions about Financial Planners.

Ms. Cathy J. Clift, CFP®
(417) 326-2818
PO Box 72
Bolivar, MO
Firm
Bolivar Tax & Financial Svcs

Data Provided by:
US Bank - Humansville Office
(417) 754-2513
100 W Tilden
Humansville, MO
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 05:00 pm
Sat 08:00 am to 12:00 pm

Robert Spindel
Paradigm Financial Advisors, LLC
(314) 966-3400
12231 Manchester Road
Des Peres, MO
Expertises
Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management, Planning Issues for Business Owners, Advising Entrepreneurs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Steven Bell
The Wealth Conservatory
(417) 832-0990
435 East Walnut Street
Springfield, MO
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Kristine McKinley
Beacon Financial Advisors, LLC
(816) 739-4853
200 NE Missouri Rd, Ste 200
Lees Summit, MO
Expertises
Newlyweds & Novice Investors, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

US Bank - Bolivar Office
(417) 777-6070
809 S Springfield
Bolivar, MO
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 06:00 pm
Sat 08:00 am to 12:00 pm

US Bank - Buffalo Office
(417) 345-2213
1200 W Dallas St
Buffalo, MO
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 06:00 pm
Sat 08:00 am to 12:00 pm

John "Jay" Hutchins
The Wealth Conservatory
(417) 832-0990
435 East Walnut Street
Springfield, MO
Expertises
Ongoing Investment Management, Divorce Planning, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Hourly Financial Planning Services, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIFA, CDFA, CFP®, MS

Steven Erickson
Erickson Financial Solutions, LLC
(573) 635-0942
1804 A Southwest Blvd.
Jefferson City, MO
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Middle Income Client Needs, Hourly Financial Planning Services, High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC, JD, MBA, AWMA

Patricia Conway
Conway Financial Group, LLC
(314) 579-9157
390 South Woods Mill Road, Suite 175
Chesterfield, MO
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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