Joanne White, Senior Financial Services Representative

Senior Financial Services Representative

usatoday.com

Social Security: 10 smart ways to get more benefits

Here are 10 strategies that may get you more benefits from Social Security, from USA today.

usatoday.com When it comes to Social Security, the more you learn, the more money you might collect. See how many of these ways to get more benefits could be of use to you.

At #ForestersFinancial we believe in working with communities to make our purpose a reality. This National Police Week, and every day, we thank all the officers that serve the communities we work with.

kiplinger.com

An All-Too-Common Investment Mistake

This Kiplinger article addresses an all-too-common investment mistake. Read about it here.

kiplinger.com Investors can get wrapped up in comparing their portfolio's performance to the wrong measures of success, but giving too much weight to arbitrary benchmarks can steer them into making some risky moves.

kiplinger.com

How to Beat the 2 Top Risks Retirees Face

How can you help ensure that your money will last as long as you do? By addressing these two retirement risk factors. Read the Kiplinger article here.

kiplinger.com When you combine longevity with inflation, it adds up to a perfect storm for baby boomers, who must make their savings stretch for decades. Here's how to help safely steer around the danger.

Bad things never happen at the right time. Make sure that you have enough life insurance before it’s too late. #ForestersFinancial #LifeInsurance #InsureYourLove

Foresters Financial would like to extend a special thank you to nurses, as you continue to provide the highest level of quality care to your patients. #ForestersFinancial

cnbc.com

Cutting these unnecessary expenses will save you thousands of dollars a year

Do you want to save thousands? CNBC makes recommendations in this article which may help you do just that.

cnbc.com By cutting out some discretionary spending, Americans could save more than $5,000 a year, according to a new report.

Hey teachers, how well do you understand your teacher’s pension and social security?#ForestersFinancial

kiplinger.com

Millennials: It Might be Time to Break Up with Cash

Millennials, I recommend that you check out this article from Kiplinger about how to put your money to work.

kiplinger.com It's seen as safe, and maybe even exciting, by many younger, stock-averse savers. But this love affair may be a lot more dangerous than they realize.

Volunteering has taught me that we always have time to do good work from the heart. #HelpingIsWhoWeAre #ForestersFinancial

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A recession is eventually inevitable, but is it imminent?

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You can make the difficult transition into retirement easier by exploring your expectations and desires.

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money.usnews.com

Strengthen Your Retirement Security in 7 Steps

Check out these seven steps that U.S. News says may help strengthen your retirement security.

money.usnews.com Take action to reduce financial stress in retirement.

Set goals to learn more about important financial topics this #FinancialLiteracyMonth. You will thank yourself later. #ForestersFinancial

kiplinger.com

Paying for Continuing Education With a 529 Plan

You don’t have to pursue a college degree to be able to use tax-free money from a 529 college-savings plan to pay for classes. Learn more by reading this article from Kiplinger.

kiplinger.com You don't have to pursue a college degree to be able to use tax-free money from a 529 college-savings plan to pay for classes.

Contact me today to put a plan in place that will set you up for a happy and comfortable #retirement. #ForestersFinancial

Are you able to cover all of your non-retirement expenses? If not, you may want to rethink your financial strategy. #FinancialWellness #ForestersFinancial

forbes.com

Pay Off Student Loans Faster In 2019

Paying off student loans? If so, I recommend reading this article from Forbes for tips on paying them off faster.

forbes.com Here's how to pay off your student loans faster in 2019.

Celebrate Earth Day by volunteering in your community and giving back! #ForestersFinancial

money.usnews.com

How to Make 2019 Your Best Year of Retirement Yet

Make 2019 the best year of your retirement yet with these tips from U.S. News.

money.usnews.com Create a fulfilling, happy and healthy year in retirement with these smart strategies.

fool.com

3 Money Mistakes Gen Xers Are Making -- The Motley Fool

Here are some of the most common financial mistakes that Generation X is making, along with some advice on how to fix them, from The Motley Fool.

fool.com These financial missteps could put your retirement in jeopardy.

Why plan for #retirement when it is decades away? Because it can make a world of a difference to your retirement nest egg. #ForestersFinancial

forbes.com

5 Questions You Must Answer Before And During Retirement

Have you answered these five retirement questions? Read the Forbes article here.

forbes.com To ensure financial independence in retirement, there are key questions every retiree needs to review and answer before and during retirement.

money.usnews.com

4 Ways to Give Your Finances a Spring Cleaning

Take the time to make sure your investments, paperwork and support are in order with these financial spring cleaning tips from U.S. News.

money.usnews.com Take the time to make sure your investments, paperwork and support are in order.

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Have we reached the highs in this interest rate cycle?

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Health Care Quick Reference Guide.

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voices.cf.socialware.com

Managing Your Money Quiz

How much do you know about saving money, spending, investing and debt management? Take this AARP quiz to find out.

voices.cf.socialware.com How much do you know about saving money, spending, investing and debt management? Take this AARP quiz to find out.

voices.cf.socialware.com

July 2018 Newsletter

Tax traps to avoid in retirement.

voices.cf.socialware.com Tax traps to avoid in retirement.

voices.cf.socialware.com

How to start the family caregiving discussion.

Nobody looks forward to discussing finances and elder care with their parents, but every family needs to do it.

voices.cf.socialware.com Nobody looks forward to discussing finances and elder care with their parents, but every family needs to do it.

voices.cf.socialware.com

Financial Capability Study: Take the Financial Literacy Quiz

Test your financial literacy with this quiz from FINRA.

voices.cf.socialware.com Test your financial literacy with this quiz from FINRA.

voices.cf.socialware.com

2018 Midyear Outlook

Say goodbye to Goldilocks and hello to volatility. Even with this shift, our CIO, Clark Wagner, and our investment heads still think that certain sectors may outperform in the second half of 2018.

voices.cf.socialware.com Say goodbye to Goldilocks and hello to volatility. Even with this shift, our CIO, Clark Wagner, and our investment heads still think that certain sectors may outperform in the second half of 2018.

voices.cf.socialware.com

What's Your Investing IQ? Take the Quiz

What is your investing IQ? Take this quiz from The Motley Fool to find out!

voices.cf.socialware.com What is your investing IQ? Take this quiz from The Motley Fool to find out!

voices.cf.socialware.com

Test Your Money Smarts

Take this financial literacy test from AARP to see if you make the grade for your age group.

voices.cf.socialware.com Take this financial literacy test from AARP to see if you make the grade for your age group.

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Here's how much the average woman has saved for retirement

Here are a few strategies from CNN Money for women to make up for their underfunded nest eggs.

voices.cf.socialware.com Here are a few strategies from CNN Money for women to make up for their underfunded nest eggs.

voices.cf.socialware.com

ACCC Explains Important Financial Terms Every Consumer Should Know

Every consumer should understand these financial terms. ACCC explains them here.

voices.cf.socialware.com Every consumer should understand these financial terms. ACCC explains them here.

voices.cf.socialware.com

Women fail to save enough for retirement. Here's how to fix that

CNBC discusses how women can improve their financial outlook.

voices.cf.socialware.com CNBC discusses how women can improve their financial outlook.

voices.cf.socialware.com

Market Insights: Is there a new sweet spot in fixed income?

Have fixed income investors found a new sweet spot? FIMCO’s CIO, Clark Wagner, suggests the short end of the yield curve holds the answer.

voices.cf.socialware.com Have fixed income investors found a new sweet spot? FIMCO’s CIO, Clark Wagner, suggests the short end of the yield curve holds the answer.

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Foresters Financial - Doing more for you, your family and your community

Check out this video to see how Foresters Financial does more for you, your family and the community.

voices.cf.socialware.com Check out this video to see how Foresters Financial does more for you, your family and the community.

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Here's What Women Think They'll Need to Feel Financially Secure in Retirement

Women need to step up their retirement savings same in order to ensure financial stability, according to The Motley Fool.

voices.cf.socialware.com Women need to step up their retirement savings same in order to ensure financial stability, according to The Motley Fool.

voices.cf.socialware.com

64% of Women Are Making This Huge Retirement Mistake

Are you one of the 64% of women making this retirement mistake? Read this article from The Motley Fool to find out.

voices.cf.socialware.com Are you one of the 64% of women making this retirement mistake? Read this article from The Motley Fool to find out.

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Investment Perspectives: Why consider shorter duration in a rising rate world?

Why should an investor consider shortening overall portfolio duration? Rajeev Sharma, Director of Fixed Income, shares his thoughts.

voices.cf.socialware.com Why should an investor consider shortening overall portfolio duration? Rajeev Sharma, Director of Fixed Income, shares his thoughts.

voices.cf.socialware.com

Spring 2018 Key Planning & Investment Deadlines

Spring 2018 Key Planning & Investment Deadlines

voices.cf.socialware.com Spring 2018 Key Planning & Investment Deadlines

voices.cf.socialware.com

74% of Women Are Making This Major Social Security Mistake

The Motley Fool warns that you may be one of the 74% of women who are making this Social Security mistake.

voices.cf.socialware.com The Motley Fool warns that you may be one of the 74% of women who are making this Social Security mistake.

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Location

Telephone

Address


140 Eastshore Dr, Ste 105
Glen Allen, VA
23059
Other Financial Services in Glen Allen (show all)
True North Advisors LLC, Financial Professionals, MassMutual Richmond True North Advisors LLC, Financial Professionals, MassMutual Richmond
100 Eastshore Drive, Suite 300
Glen Allen, 23059

We see uncertainty as opportunity. Our experienced advisors will help you construct a financial blueprint destined for future success.

Affinity Group Underwriters Affinity Group Underwriters
4510 Cox Rd Ste 111
Glen Allen, 23060

AGU is a partner and a resource for brokers, 3rd party administrators, sponsors and insurance companies in specialty life and health insurance markets.

A W Smith Financial Group Inc. A W Smith Financial Group Inc.
3954 Springfield Rd
Glen Allen, 23060

At A.W. Smith Financial Group, Inc., our mission is to provide solutions that may help you, your business, and your family achieve financial independence

Blue Skies Administration, LLC Blue Skies Administration, LLC
10505 Wylie Ln
Glen Allen, 23059

Remote Bookkeeping Services for small business

Blue Ridge Payments Blue Ridge Payments
4870 Sadler Rd Suite 300
Glen Allen, 23060

Accounting Principals Richmond Accounting Principals Richmond
10900 Nuckols Rd Ste 210
Glen Allen, 23060

The Richmond Accounting Principals team is comprised of CPAs, accountants and staffing professionals with real-life accounting and finance expertise.

Herbert W. Bullock -  Investment Advisor Representative Herbert W. Bullock - Investment Advisor Representative
140 Eastshore Dr, Ste 105
Glen Allen, 23059

Investment Advisor Representative

Isaac Lucier- Foresters Financial Services Isaac Lucier- Foresters Financial Services
140 Eastshore Dr Suite 105
Glen Allen, 23059

Financial Services Representative

TowneBank Richmond TowneBank Richmond
4501 Cox Rd
Glen Allen, 23060

A community bank with a great hometown spirit, serving Richmond, Glen Allen, Mechanicsville & Chesterfield, as well as Hampton Roads & Northeastern NC.

Mutual of Omaha Advisors - Mid-Atlantic Mutual of Omaha Advisors - Mid-Atlantic
4201 Dominion Boulevard, Suite 215
Glen Allen, 23060

Premier Financial Alliance Richmond VA Premier Financial Alliance Richmond VA
1578A E. Parham Rd.
Glen Allen, 23228

Our product can do for you! * Tax-free retirement * Protect your family * Protect your home * Critical illness * Living Benefits * Savings for college

Matthew Kirkpatrick, Liberty Mutual Insurance Agent Matthew Kirkpatrick, Liberty Mutual Insurance Agent
301 Concourse Blvd., Suite 200
Glen Allen, 23059

I am licensed to sell Auto, Home and Life insurance in VA. Please contact me for any of your personal insurance needs!