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Money Mangement Counseling Wheeling WV

This page provides useful content and local businesses that can help with your search for Money Mangement Counseling. You will find helpful, informative articles about Money Mangement Counseling, including "3 Money Management Tips for Teens". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Wheeling, WV that will answer all of your questions about Money Mangement Counseling.

Mrs. Susan C. Pokwatka, CFP®
(304) 242-6364
1341 National Road
Wheeling, WV
Firm
SP Financial Strategies, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Thomas S. Anthony, CFP®
(304) 905-1394
PO Box 510
Wheeling, WV
Firm
Anthony Investment Management, LLC
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David H. Mckinley, CFP®
(304) 230-2400
2100 Market Street
Wheeling, WV
Firm
McKinley Carter Wealth Service
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Fred Arthur Scheeren, CFP®
(304) 234-6032
2001 Main St Ste 700
Wheeling, WV
Firm
Wells Fargo Advisors, LLC

Data Provided by:
Mr. Jeremy J. Lowe, CFP®
(304) 230-2400
2100 Market St.
Wheeling, WV
Firm
McKinley Carter Wealth Service
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Louis J. Costanzo, CFP®
(304) 242-4400
1341 National Rd
Wheeling, WV
Firm
Costanzo & Associates

Data Provided by:
Mr. Jan Michael Yabs, CFP®
(740) 461-4251
2207 Market St
Wheeling, WV
Firm
Lpl Financial Corporation
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Brian T. Gongaware, CFP®
(724) 263-2292
2100 Market St
Wheeling, WV
Firm
McKinley Carter Wealth Services, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided by:
Howard J Bertram, CFP®
(304) 243-7518
2207 National Rd
Wheeling, WV
Firm
WesBanco Securities
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Russell W Dunkin, CFP®
(304) 230-2400
2100 Market Street
Wheeling, WV
Firm
McKinley Carter Wealth Service
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Investment Planning, Retirement Income Management

Data Provided by:
Data Provided by:

3 Money Management Tips for Teens

Provided By: 

   
   

School’s out, and millions of teens have taken summer jobs. Jonathan Carr, founder of Choose Success – a non-profit dedicated to promoting financial literacy amongst adolescents – offers 3 Tips for Helping Teens Handle Money Responsibly.

Tip #1 Build Wealth: Time is Your Friend; Use It!

Teenagers are incredibly powerful investors, not because they usually have a whole lot of money to manage, but because they have something even more valuable: time. They have the power of compounding interest, which Albert Einstein called the most powerful force in the universe.

If a person starts putting away only $20 a week at age fifteen, and does it every week, they can easily retire with a million dollars, with only average earnings on that money over time. To show the power of being fifteen, if that person waits ten years and starts saving $20 a week at age twenty-five, that million dollars will be reduced to $450,000 by retirement age. Make life easier, start saving early and save a little each week.

Tip #2 Don’t Get Poor: Stay in School and Study Hard.

More education means more money, which means more fun, which means more happiness. It is that simple. If you want to have a fun and happy life, stay in school as long as you can. Getting a high school diploma increases our average pay by twenty five percent.

Tip #3 Don’t Get Poor: Having Children.

Having a child as a teenager is the easiest way to throw ourselve...

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