Gairy Spence WFG

11/02/2021

Avoid these mistakes when creating a budget.

Financial planner Natalie Taylor says budgeting without clear goals and not budgeting to have fun are two reasons spending plans fail.

09/27/2021

Can you afford the retirement you deserve? Now is the time to plan accordingly.

Most workers don’t have sufficient retirement savings and aren’t setting aside enough to catch up. But many still expect to have ample retirement income.

09/23/2021

Number 3 is number 1 for me. What’s yours?

06/24/2021

It is important that you enjoy life along the way and make memories. Don’t be consumed or held hostage by a 9-5. Take Action!

06/11/2021

https://www.prnewswire.com/news-releases/world-financial-group-already-breaking-records-in-2021-301309259.html

Helping families everyday.

/PRNewswire/ -- Over the past several months, World Financial Group's independent agents and representatives have set company records in a variety of key...

05/25/2021

When planning for your child’s college expenses, would you rather save, or borrow? If your answer is save, I can help.

05/18/2021

Are you close to retirement? Are you comfortable with the steps you are taking?

If you're nearing the finish line, it's time to add these items to your to-do list so you'll be ready to retire.

05/10/2021

What steps are you taking to plan for retirement?

Jackie Cummings Koski only started working towards early retirement in her mid-40s, and reached her goal in just a few years.

05/04/2021

Do you know the wealth formula? Are you using it to build wealth?

04/27/2021

Are you relying on social security to fund your future retirement? Chances are it will not be enough.

Social Security's trust fund is fully solvent until 2033 and is sourced from F**A, SECA, Income Tax and interest. Read to learn more.

04/20/2021

Are you concerned that you may outlive your savings in retirement? A guaranteed lifetime income annuity could be the solution.

Unlike an immediate annuity that generates income when you buy it, a deferred-income (longevity) annuity delays the payment start date. �

04/08/2021

https://clark.com/personal-finance-credit/spring-clean-your-finances/

Spring is the time of year we associate with cleaning. We organize our possessions, we scrub surfaces and clean every nook and cranny, and we may even get rid of things we’ve kept for far too long. Usually, when we think of these practices, we apply them to our homes and our things. But don’t [....