Financial Planners West Warwick RI

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Rebecca Preston
Preston Financial Planning
(401) 421-1777
251 Olney Street
Providence, RI
Middle Income Client Needs, Women's Financial Planning Issues
NAPFA Registered Financial Advisor, CFP®

Thomas Doyle
(401) 284-3515
60 South County Commons Way, Suite G5
Wakefield, RI
Sea Star Financial, LLC
Advising Medical Professionals, College/Education Planning, Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules

Mr. Peter J. Alofsin, CFP®
(401) 885-1060
1300 Division Rd
West Warwick, RI
Capital Wealth Management, LLC

Data Provided by:
Mr. Mark A. Lavallee, CFP®
(401) 681-4825
931 Jefferson Boulevard
Warwick, RI
Financial Independence, LLC.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Investment Management, Investment Planning, Life Transitions, Retirement Income Management

Data Provided by:
Mr. Mark S. Buckley, CFP®
(401) 467-6800
511 Green Bush Road
East Greenwich, RI
Law Office Of Mark S. Buckley
Areas of Specialization
Budget Development, Debt Management, Estate Planning, Legal Advice

Data Provided by:
Angela Thomson
Coastal Financial Planning, Inc.
(401) 727-8151
12 Breakneck Hill Road, Suite 100
Lincoln, RI
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
NAPFA Registered Financial Advisor, BA, CFP®

Mr. Paul J. Torti Jr., CFP®
(401) 354-9649
62 Crompton Avenue
West Warwick, RI
Torti Insurance-Close To Home Eldercare Advisory
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Debt Management, Elder Care, General Financial Planning, Healthcare Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Data Provided by:
Mr. William S Tuttle, CFP®
(401) 885-1060
1300 Division Road
W. Warwick, RI
Capital Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Securities

Data Provided by:
Mr. Brian M. Rys, CFP®
(401) 691-4141
935 Jefferson Blvd Ste 2000
Warwick, RI
Independence Financial Partners
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits

Data Provided by:
Mr. Joseph A. Medeiros, CFP®
(401) 921-0620
2348 Post Rd., OFC
Warwick, RI
Medeiros Financial Services, Inc.

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

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...

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