Wealth Planner Discusses Housing Options After Retirement

Guiding your journey to financial well-being. End Quote

(1888PressRelease) April 27, 2016 - Rockaway, NJ - Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently featured on AfterFiftyLiving.com. In the article, "Deciding Where To Live In Retirement," McCarthy discusses options for individuals who are thinking about changing their lifestyle after retirement.

"You have to look at the whole situation," McCarthy said. It is important to take into account factors such as whether or not you are comfortable at your current residence, if it is important to be near family, and whether the cost factors involved in moving are manageable.

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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 McCarthy is an independent CERTIFIED FINANCIAL PLANNER™ practitioner, has been working as a financial professional for over 20 years. Jim 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 creative financial strategies. 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.

Jim was recognized as a Five Star Wealth Manager in New Jersey in both 2015 and 2016. Click here for an overview of Jim's appearances in print and broadcast media.

For more information or to schedule an interview with Jim McCarthy, contact Amy Delman of Amy Delman Public Relations, LLC, at 201.563.4614 or amydelmanpr ( @ ) verizon dot net 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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