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Financial Balance

Yoga and Financial Balance

Megan K. McAvoy | Posted 06.10.2014 | Business
Megan K. McAvoy

It wasn't until I did my first 30-day yoga challenge that I began to realize how interconnected my yoga practice was to my career as a Financial Advisor.

Your 401(k) Plan Sounds Like a Great Deal, But Is It?

Megan K. McAvoy | Posted 04.12.2014 | Money
Megan K. McAvoy

These questions are important to consider as you determine what percentage of pay you will contribute to your 401(k) plan.

The New Retirement? Working... if You Are Lucky

Manisha Thakor | Posted 07.19.2011 | Business
Manisha Thakor

Just 9% of workers frequently discuss saving, investment and planning for retirement with family and friends. This is the massive elephant in the room. If you're not talking about it, you're likely not taking action steps toward preparing for it.

The 77/11 Effect: Will It Hurt Someone You Know?

Manisha Thakor | Posted 07.10.2011 | Business
Manisha Thakor

Given that Jane is likely to live five years longer than Joe -- a range that will get closer to seven years more by the time she reaches retirement, you can see that we have a problem brewing. And it's not a small one.