Financial Planners Moberly MO

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Mr. Matthew E. Bragg, CFP®
(660) 263-2280
207 E Rollins St
Moberly, MO
Bank of Cairo & Moberly
Areas of Specialization
Banking, Debt Management, General Financial Planning, Insurance Planning, Investment Planning, Retirement Planning

Data Provided by:
US Bank - Salisbury Office
(660) 388-6116
218 S Broadway
Salisbury, 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

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

Jack D. White
Fidelis Financial Planning, L.L.C.
(636) 922-9252
42 Portwest Court
St. Charles, MO
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning, Ongoing Investment Management, Middle Income Client Needs, Investment Advice without Ongoing Management
NAPFA Registered Financial Advisor, CFP®, MA

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

Bank of America - Moberly
(660) 263-6649
100 South 4th
Moberly, MO
Banking Center
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 8:30-3
Tuesday 8:30-3
Wednesday 8:30-3
Thursday 8:30-3
Friday 8:30-4
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 8-5
Tuesday 8-5
Wednesday 8-5
Thursday 8-5
Friday 8-5:30
Saturday Closed
Sunday Closed

Wells Fargo Advisors
(660) 263-4411
421 West Reed Street
Moberly, MO

Data Provided by:
Michael Tinkler
Cambridge Capital Management, LLC
(314) 454-0438
1200 South Big Bend
St. Louis, MO
Ongoing Investment Management, Newlyweds & Novice Investors, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
NAPFA Registered Financial Advisor, CFP®, CPA

Steven Young
Steven Young Financial Planning
(877) 679-3746
910 W. Battlefield
Springfield, MO
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, College/Education Planning, Investment Advice without Ongoing Management, Socially Responsible Investments
NAPFA Registered Financial Advisor, CFP®

Terrance Davis
Terrance P. Davis, CPA/PFS
(314) 963-0569
8460 Watson Road, Suite 225
St. Louis, MO
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning
NAPFA Registered Financial Advisor, BS, CPA/PFS, MS

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

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

Those who have delayed seeing a practitioner

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