By R. Todd Holden | Wealth Advisor

For many clients, their philosophy on providing gifts to family members evolves over the course of their retirement. Early retirees tend to have the philosophy of “This money is for us, and the kids get what they get when we’re gone.”  This seems to change between years 5 and 10 of retirement. I often hear, “There is no way we are going to spend all of this money, so we might as well see the family enjoy some of it when we’re still here.”

By B. Steven Bass | Financial Advisor

Are you considering retiring from federal service? There’s a lot to think about. Here are six important things you need to know before you take the plunge into retirement life.

HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the appointment of Neetu Kohli, senior vice president of business development & wealth management, as program manager for the firm’s LPL Financial (LPL) investment services program.

Firm’s advisor team grows to fourteen
 

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 5 credit union investment services program nationwide,¹ today announced the hiring of Denise Proctor as financial advisor.

Proctor is a CERTIFIED FINANCIAL PLANNER^® professional with over 21 years of experience in wealth management. She most recently worked as a senior financial advisor for Wilmington Advisors @ M&T.