Displaying results 1 - 25 of 202 for financial planning. Subscribe to this search
Of all the people who have ever played high school football in our area, I think what T. J. Moe did his senior year stacks up against anybody—anybody. Read closely: At Fort Zumwalt West in 2008, he scored 61 touchdowns. That is not a career, that is a single season. Only Roger Maris has had a more impressive 61. Moe threw for 2,557 yards, and he ran for 2,029 yards. Throw in a perfect grade point average and a pretty good basketball career, and you have a pretty nice high-school experience.
YOLANDA ROUSSEAU has joined accounting and advisory firm Abeles and Hoffman, P.C., as an audit associate. She will provide comprehensive audit, review and compilation services across a range of industries.
Story: Times are tough for the St. Francis Parish. Ironically, an ‘act of God’ has put the church in the Catholic archdiocese in dire financial straits. So, the ladies of the St. Francis Knitting Ministry decide that the best way to raise funds is to hold a trivia night while they rob a local credit union.
St. Louis Bank welcomes STEPHEN CALLOW as senior VP of commercial lending. Callow has 28 years of commercial banking experience in the St. Louis area, including senior-level management.
As leaders of their households and in the community, women play a vital role in the health of those around them. Each year, St. Luke’s Hospital Healthy Woman Award celebrates women who not only stay active in improving their own health, but also inspire better health in others. Here, read more about what makes this year’s winners healthy role models.
During October, expect plenty of news stories and public events dedicated to sharing information about symptoms, diagnosis and medical treatment of breast cancer. But one important aspect of care is often left out: The supportive services available to help women who are diagnosed cope and manage the day-to-day reality of the disease.
MISSION: The goal is clear: The National Children’s Cancer Society (NCCS) works to better the lives of young cancer patients and their families by providing immediate assistance. “We are not going to duplicate the services of other national nonprofits, which mostly deal with research,” says president and CEO Mark Stolze. “Our focus is to help children who need assistance now.”
You’ve been working hard to achieve your financial goals, dreaming of the days when you will be able to enjoy retirement. But are you doing enough now to ensure you can maintain your accustomed lifestyle into the future? Here, local financial advisers share the most important factors when it comes to setting aside money today for a brighter tomorrow.
KRISTEN NORDSTROM has joined STAGES as a GM and will oversee day-to-day operations for administrative staff. Nordstrom is a graduate ofWebsterUniversity and has worked as a dancer, choreographer and educator. Former STAGES managing director RON GIBBS is now the director of human resources.
Five years later, the real estate market is bouncing back. After overcoming the high foreclosure rates of the 2008 recession and its unstable aftermath, area experts and residents again are showing signs of confidence in the housing market.
You can’t take it with you. That’s why as Sam Simon, co-creator of TV's The Simpsons, faces a terminal cancer diagnosis, he reportedly is giving away his tens of millions to charity. Like Simon, many St. Louisans are planning to leave a legacy through their charitable impact long after they’re gone. But how can you ensure your name will live on through the things you really care about?
The birth of a baby is one of the happiest days in parents’ lives. But if the child’s mother and father are not married, it can cloud the situation legally. In the case of married parents, the husband automatically is considered to be the father of a child born during the marriage. However, children of unmarried parents have no legal father unless paternity is established.
ROBERT BUTLER has joined Starkloff Disability Institute’s board of directors. Butler is executive VP at Smith McGehee Insurance Solutions in Clayton. Also, LORI BECKER has joined as director of development and communications.
On the day of the Leukemia & Lymphoma Society’s (LLS) Light the Night walk last year, the Giunta family was having a particularly difficult time. Luke, who had recently turned 10, was less than two months into treatment for lymphoma. It was a treatment day at the hospital, so he was feeling sick from the chemotherapy and didn’t feel up to the walk. “We had people coming in from all over the Midwest, so I told him, Just go and say hello, and I’ll take you home whenever you want to go,” says mom Becky Giunta. “But adrenaline is a marvelous thing! They had a break at the first mile, where everyone was thinking that might be enough—but he was saying, Let’s keep going! What it did that day was amazing—the transformation was pretty cool.”
When I’m addressing an audience about the subject of ‘elevator speeches,’ I’ll ask, By a show of hands, who—within the last year—has tweaked their elevator speech? Immediately, many hands go up. I’ll continue, In the last six months? Six weeks? Six days? As I’m speaking, you are…?
They say two heads are better than one, yet many people stick to the norm and hire a single person to control their financial future. Unlike the traditional model, full-service firm Private Wealth Management (PWM) provides clients with a team of financial experts, each in their own area of expertise working to assist clients in whatever way necessary.
Amid the flurry of day-to-day operations, the future plan of a business often is placed on the back burner. But local financial advisers note that nothing can be more important for a company to address than its succession plan. And with the Corporate Executive Board reporting that only about a third of business owners who intend to exit their company in the next five years have a succession plan, advisers stress the time to start preparing is now.
“One of the most important professional relationships a client will have is with their financial advisor,” says Carole Wentz, branch manager overseeing Merrill Lynch’s St. Louis Metro Complex. As such, she says, it’s a decision not to take lightly. “They should choose someone they trust and are comfortable with. A trusting client-advisor relationship is key to success, and it’s so much more than just investment performance. They should really have someone who helps them identify and set their goals, and who works with them holistically.”
JULIE PIATCHEK has joined Arcturis, an architectural design firm, as controller and senior accountant. Piatchek earned a B.S. in accounting from Missouri State University.
Northwestern Mutual’s mission is quite a lofty goal: To make the communities they serve the most financially secure in the world. “Given our success here in St. Louis, we’re trying to serve the community from both a client perspective and a charitable perspective,” says Gerard Hempstead, managing partner at the company’s St. Louis network office. His office has a goal of giving at least $500,000 in monetary donations and 5,000 hours of community service before 2015. “It’s actually stated in our vision and we track it,” he says.
Retasha Smith arrived at The Haven of Grace’s doorstep alone, pregnant and confused. But the organization quickly came to her rescue. A dependable support system and resources to become independent led her to a productive family life.
Could there be a more appropriate first date for a pair of dyed-in-the-wool St. Louisans than attending a baseball game and cheering for their beloved Cardinals? Regardless of the score, things certainly turned out well for Caley Barnhart and Jack Lawlor.
DON ROCHLEAU II has joined the investment firm Alvery Bartlett Group as a registered representative. Rochleau earned a B.S.B.A. in finance from Lindenwood University.