Monthly Archives : December 2013
December 19, 2013
“‘With interest rates going up, the domestic bond market is going to suffer,’ says Avani Ramnani, director of financial planning and investment management at Francis Financial in New York. ‘Yields are going to increase…With that in play, we need another way to stay in the fixed-income space and…'”
December 17, 2013
Stacy answered, “Many people spend as much as one-third of their lives in retirement. In order to live comfortably during this time, the general rule is that you’ll need at least 75 percent of your current annual income to cover your expenses.”
Wealth management and financial planning firm Francis Financial hosts an intimate dinner… “We discuss methods of communication, holding meetings over the phone or Skype, starting a financial education program for children — what they would like to see,” said Maelis Mittig, Francis Financial’s Director of Marketing and Client Relations.