Financial Planning Buckhannon WV

Here are a few thoughts on dealing with job loss in Buckhannon in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Mr. Lance D. Koury, CFP®
(304) 472-8483
3 E Main St
Buckhannon, WV
Firm
Ameriprise Financial Services
Areas of Specialization
Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Edward Jones
(888) 891-1467
6113 Main St
Jane Lew, WV

Data Provided by:
Archibald Hoxton
Hoxton Financial, Inc.
(304) 876-2619
8530 Shepherdstown Pike
Shepherdstown, WV
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. Thomas L. Peterson, CFP®
(717) 261-3647
101 S Washington St
Berkeley Springs, WV
Firm
CNB Bank

Data Provided by:
Mr. William R. Elliott, CFP®
(304) 422-5424
2519 Ohio Avenue
Parkersburg, WV
Firm
Northwestern Mutual Investment
Areas of Specialization
Retirement Planning

Data Provided by:
Chase Bank
(304) 472-5522
15 Madison St
Buckhannon, WV
Type
Drive-up

James Winter
Mountaineer Financial Planning, LLC
(304) 722-2065
410 6th Avenue
St. Albans, WV
Expertises
Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Christopher Heller, CFP®
(304) 353-9035
500 Lee St E Ste 300
Charleston, WV
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Life Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. David H. Mckinley, CFP®
(304) 230-2400
2100 Market Street
Wheeling, WV
Firm
McKinley Carter Wealth Service
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Wesley H Richardson, CFP®
(304) 733-0011
102 Meadow Pointe
Barboursville, WV
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Data Provided by:
Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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