Financial Planning Millsboro DE

Here are a few thoughts on dealing with job loss in Millsboro 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.

Christine Falvello
Navigate Financial Advisors
(302) 537-2207
36358 Redstart Court, Bay Forest
Ocean View, DE
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Issues for Unmarried & Same-Sex Couples, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MS, EdM

Mr. John D. Simeone, CFP®
(302) 645-8592
34346 Carpenters Way
Lewes, DE
Firm
Fulton Financial Advisors
Areas of Specialization
Estate Planning, General Financial Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. Theodore A. Fischer Ii, CFP®
(302) 841-9812
33695 Baylis Dr
Lewes, DE
Firm
Fischer & Hutchinson Wealth Advisors, LLC

Data Provided by:
Mr. Robert E. Bunting, CFP®
(302) 841-1027
PO Box 862
Selbyville, DE
Firm
M & T Bank
Areas of Specialization
Accounting, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Mortgages
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Business Executives

Data Provided by:
Mr. Steven E Cooper, CFP®
(302) 227-5148
19535 Camelot Drive
Rehoboth Beach, DE
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Estate Planning, Investment Management, Retirement Planning, Special Needs Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Burwell Hutchinson
Fischer & Hutchinson Wealth Advisors, LLC
(302) 644-3540
404 E. Savannah Road
Lewes, DE
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Real Estate Investments, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Donald C. Birch, CFP®
(302) 644-6623
18344 Coastal Hwy
Lewes, DE
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Estate Planning, General Financial Planning, Investment Planning, Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Ms. Kathleen M. Ryan, CFP®
(302) 856-6664
13 Bridgeville Road
Georgetown, DE
Firm
KMR Financial Network, LLC

Data Provided by:
Mr. William A Brooks Sr., CFP®
(302) 258-4668
7 Green Haven Ct
Rehoboth Beach, DE
Firm
CUProsper
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues

Data Provided by:
Mr. Alexander G. Yearley, CFP®
(302) 227-2939
39 Baltimore Ave
Rehoboth Beach, DE
Firm
Community Pride Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,000 or less

Profession: Not Applicable

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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