Financial Planner Featured in TheStreet.com
Guiding your journey to financial well-being.
- (1888PressRelease) August 26, 2015 - Rockaway, NJ - Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently featured in an article in The Street.com, a financial planning website which guides individuals through all aspects of the economy.
In the article titled, "5 huge red flags that your spouse is sabotaging your budget" it is insinuated that some spouses intentionally and/or unintentionally make decisions that affect the family's monthly budget. Financial planner Jim McCarthy pinpoints the problem by saying "it comes down to the whole issue of communication." Having good communication skills is critical when discussing one half of the partnership is spending more than the household can afford.
In this article, Jim encourages one to try "to understand why your spouse felt the need to make that secret purchase", and concludes his statement by affirming that "in any kind of relationship, there needs to be some form of compromise on both sides. The sooner you catch those things, the better."
Please click here to read the article; http://bit.ly/1WcxDM4
Directional Wealth Management specializes in comprehensive financial planning and wealth management. Additionally, they offer individual and family health insurance, including Medicare supplemental plan and employer group benefits, including health, life and disability.
Jim has been working as a financial professional for two decades. During his career, he has held executive positions in Finance and Accounting for major international organizations. He is a CERTIFIED FINANCIAL PLANNERTM professional and is a Member of both the Financial Planning Association (FPA) and the Financial Services Institute (FSI). Additionally, Jim holds the Chartered Financial Consultant® designation.
Jim has been helping clients build personalized investment programs since 2003. Professionals, corporate executives and affluent families rely on him for comprehensive wealth management services. He believes financial planning is about a person's values and not just their money. His focus is to help each client live life to the fullest. He does this by capitalizing on the global knowledge he has gained helping other clients and by building quality relationships and an intimate understanding of what matters most to his clients. Jim feels it is important to develop the right plan for each client's situation by utilizing tools that help manage risk, enhance return and minimize taxes. He shares strategies that assist his clients in overcoming emotional decisions regarding their financial future.
For additional information on Jim, please visit www.profnetconnect.com/jimmccarthy or e-mail: jmccarthy ( @ ) wsfg dot com dot
Directional Wealth Management, LLC and Wall Street Financial Group, Inc. are separate entities. They are independently owned and operated. Only securities and advisory services offered through Wall Street Financial Group, Inc.(WSFG), Registered Investment Advisor. Member FINRA/SIPC.
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