May 29, 2008 · By Jay R. Spector
closeAuthor: Jay R. Spector
Name: Jay R. Spector
Email: jay.spector@wachoviasec.com
Site: http://www.home.wachoviasecurities.com/jay.spector
About: Jay R. Spector is a Financial Advisor with Wachovia Securities’ Scottsdale (Gainey Ranch) office. Jay holds a Masters of Science Degree in Real Estate from the Johns Hopkins University and received his Bachelor of General Studies in Business Administration degree from Northern Arizona University.
Jay is dedicated to helping his clients meet their financial needs and backed by the vast resources of Wachovia Securities. He is fully invested in his clients.See Author's Posts (1)
Opening a savings account with your local bank may provide an easy way to put money away for safekeeping, but the thought of doing more can be tempting. While your money will earn a small rate of interest... Read more »
May 20, 2008 · By Editor
closeAuthor: Editor
Name: Kathee Austin
Email: editor@evliving.com
Site: http://www.evliving.com/
About: Kathee Austin is principal in a number of successful investment, marketing, media, publishing and technology related businesses in Arizona.
With a passion to support the communities in which she lives and works, serving as Editor and Publisher of EVLiving.com offers her an outlet to interact regularly with the local business and residential community as well as with website visitors from around the world.
Kathee is easily reached on any matter related to EVLiving. Call her office at 480.998.0246.See Author's Posts (36)
The economy in Arizona and nationwide is in a strange place. While unemployment is down, the real estate market in Phoenix is all but stagnant and there is growing concern over the number of exotic mortgage... Read more »
April 14, 2008 · By Dana M. Anspach
closeAuthor: Dana M. Anspach
Name: Dana M. Anspach
Email: dana@wmsus.com
Site: http://www.wmsus.com/
About: Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.
She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.See Author's Posts (14)
Thought tax time was over? Think again. Tax planning is an ongoing process. Each year you need to take a fresh look at your situation in light of new limits and laws. A few small changes each year can... Read more »
March 10, 2008 · By Dana M. Anspach
closeAuthor: Dana M. Anspach
Name: Dana M. Anspach
Email: dana@wmsus.com
Site: http://www.wmsus.com/
About: Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.
She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.See Author's Posts (14)
With financial gloom splattered across the headlines it’s easy to avoid looking at your financial habits. Things not in such good shape…why take responsibility? After all, it’s not your fault: it’s... Read more »
February 7, 2008 · By Dana M. Anspach
closeAuthor: Dana M. Anspach
Name: Dana M. Anspach
Email: dana@wmsus.com
Site: http://www.wmsus.com/
About: Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.
She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.See Author's Posts (14)
It boggles my mind why stocks are the one thing everyone wants to sell when they are down. When the real estate market is down, people sit tight and wait for the market to turn around. They know they plan... Read more »
January 11, 2008 · By Dana M. Anspach
closeAuthor: Dana M. Anspach
Name: Dana M. Anspach
Email: dana@wmsus.com
Site: http://www.wmsus.com/
About: Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.
She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.See Author's Posts (14)
Benjamin Graham, author of The Intelligent Investor, said: “The investor’s chief problem – and even his worst enemy – is likely to be himself.” When the market goes down, investors let their... Read more »
July 23, 2007 · By Dana M. Anspach
closeAuthor: Dana M. Anspach
Name: Dana M. Anspach
Email: dana@wmsus.com
Site: http://www.wmsus.com/
About: Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.
She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.See Author's Posts (14)
Consumer friendly credit cards? Think again. In the last few years the FTC (federal trade commission) has fined several large credit card companies for using tactics they know will lower your credit score.... Read more »
June 25, 2007 · By Dana M. Anspach
closeAuthor: Dana M. Anspach
Name: Dana M. Anspach
Email: dana@wmsus.com
Site: http://www.wmsus.com/
About: Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.
She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.See Author's Posts (14)
1. You like living paycheck to paycheck.
2. You plan on dying young and broke.
3. Why pay cash when you can use credit?
4. Retirement? No, won’t happen. Why? See # 2.
Seriously, you want to start saving,... Read more »
March 30, 2007 · By Dana M. Anspach
closeAuthor: Dana M. Anspach
Name: Dana M. Anspach
Email: dana@wmsus.com
Site: http://www.wmsus.com/
About: Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.
She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.See Author's Posts (14)
As the tax filing deadline approaches, there is the inevitable dash to fund 2006 IRA’s before April 15th. After all, a $4,000 deductible IRA contribution could save you $1,000 on your 2006 federal taxes... Read more »
January 18, 2007 · By Dana M. Anspach
closeAuthor: Dana M. Anspach
Name: Dana M. Anspach
Email: dana@wmsus.com
Site: http://www.wmsus.com/
About: Dana M. Anspach, CFP® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.
She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.See Author's Posts (14)
When you invest in a mutual fund you pool your money together with other investors. Each pool of money, or fund, has a specific objective.
Think of a fund like a giant batch of cookie dough. The ingredients... Read more »
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