Financial Planners Poughkeepsie NY

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Mr. David J. Mazzetti, CFP®
(845) 454-3021
176 Church St
Poughkeepsie, NY
Firm
Mazzetti and Associates
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided by:
Mr. David William Frederick, CFP®
(845) 454-9000
3344 Route 9 North
Poughkeepsie, NY
Firm
Prime Retirement Asset Management, Inc.

Data Provided by:
Ms. Diane Justine Arvay, CFP®
(845) 483-7948
2645 South Rd
Poughkeepsie, NY
Firm
Wells Fargo Advisors, LLC

Data Provided by:
Mrs. Mellany Bagtas, CFP®
(845) 431-2267
2649 South Road
Poughkeepsie, NY
Firm
Merrill Lynch Group, Inc.
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management, Women's Finances

Data Provided by:
Ms. Susan L. Murphy, CFP®
(845) 431-2222
2649 South Rd
Poughkeepsie, NY
Firm
Merrill Lynch
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Gregory F. Zimmer, CFP®
(914) 262-5502
85 Civic Center Plz Ste 202
Poughkeepsie, NY
Firm
AXA-Advisors, LLC

Data Provided by:
Mr. Patrick John Ford, CFP®
85 Civic Center Plz Ste 202
Poughkeepsie, NY
Firm
AXA Advisors

Data Provided by:
Ms. Robin Vaccai-Yess, CFP®
(845) 471-0764
181 Church St Ste 101
Poughkeepsie, NY
Areas of Specialization
Divorce Issues, Estate Planning, General Financial Planning, Investment Planning, Life Transitions, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Joseph Carl Steiniger, CFP®
(845) 483-7940
The Beechwood Group
Poughkeepsie, NY
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Charitable Giving, Education Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. Ronald Schneider, CFP®
(845) 451-7786
2649 South Rd
Poughkeepsie, NY
Firm
Wells Fargo Advisors
Areas of Specialization
Charitable Giving, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
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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...

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