Financial Planners Metairie LA

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Shelley Ferro
Ferro Financial LLC
(504) 831-1813
2121 N. Causeway Blvd Suite 160
Metarie, LA
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Keith Deane
Deane Retirement Strategies, Inc.
(504) 582-2345
1100 Poydras Street, Suite 2065
New Orleans, LA
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CRC

Ms. Shelley M. Ferro, CFP®
2121 N. Causeway Blvd
Metairie, LA
Firm
Ferro Financial, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Daniel G Misse, CFP®
(504) 620-5569
2424 Edenborn Ave
Metairie, LA
Firm
ING Financial Partners
Areas of Specialization
Retirement Planning

Data Provided by:
Mr. John H. Gin, CFP®
(504) 837-1402
1 Galleria Blvd
Metairie, LA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided by:
Michael Zabalaoui
Resource Management, Inc.
(504) 833-5378
3300 West Esplanade Avenue, Suite 509
Metairie, LA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MS

Linda Deane
Deane Retirement Strategies, Inc.
(504) 582-2345
1100 Poydras Street, Suite 2065
New Orleans, LA
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AIF, CEA, CFP®, CRC, RFC

Mr. James M. Ewing, CFP®
(504) 887-9355
4501 West Napleon Ave
Metairie, LA
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Mr. Philip A. Heyd, CFP®
(504) 837-6541
1 Galleria Blvd
Metairie, LA
Firm
Ameriprise Financial

Data Provided by:
Todd Steven Hubbell, CFP®
(504) 832-8100
1 Galleria Blvd
Metairie, LA
Firm
Stokes and Hubbell Capital Management, Inc
Areas of Specialization
Education Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Securities

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

Local Events

AORN 65th Annual Congress - Association of Perioperative Registered Nurses
Dates: 3/24/2018 – 3/29/2018
Location:
New Orleans
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