Wealth Planner Featured in Two Financial Articles

New Jersey wealth planner Jim McCarthy quoted in two financial articles. End Quote

Newark, NJ (1888PressRelease) October 07, 2015 - Guiding your journey to financial well-being.

Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently featured in two New Jersey Money Help articles.

In the first article, "Setting a retirement budget", McCarthy discusses what steps a person should take to design a budget when approaching retirement. "To develop a budget for your retirement needs, you should start with the "must-haves" of food, housing, transportation, and insurance." He also suggests considering travel, entertainment, hobbies, and not to forget about potential medical expenses. "Have a long-term outlook," McCarthy says, since medical technology has greatly increased life expectancy.

Please click here to read the entire article: http://bit.ly/1OwG8OK

In the second article, "How to leave wealth to grandchildren", investing money versus paying for life insurance are discussed by McCarthy as options for leaving money to grandchildren. McCarthy encourages educating children about the value of money if the investment route is chosen because young adults may spend it frivolously otherwise. "Encourage your grandchildren to contribute their own money to the account as well," he states. "They will get to see firsthand how the investment process works and see the power of compounding." McCarthy says life insurance "is a commitment, and you must pay the premium every year. The investment option is flexible, contributions are desirable but not required every year.

The full article can be read here: http://bit.ly/1F2TikT

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.

Jim was recognized as a Five Star Wealth Manager in New Jersey. 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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