Financial Planner Featured in Two Financial Articles

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  • (1888PressRelease) November 07, 2015 - Rockaway, NJ - Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently featured in two financial articles in New Jersey Money Help and NJ101.5.

    "Secrets will hurt your money life" discusses the issues that can arise when working with two financial planners at the same time, especially if hiding their existence from one another. Regarding the subject, Jim McCarthy says, "The basis of any good advisor/client relationship - be it doctor/patient; CPA/taxpayer; or CFP professional/investor - is open communication." He goes on to say that nothing prevents someone from hiring a new CFP, but it is pivotal for this new advisor to be informed of all assets, regardless of who is managing them.

    Please click here to read the entire article; http://njmoneyhelp.com/2015/10/secrets-will-hurt-your-money-life/

    In "Pros and cons of pre-paying a mortgage" in New Jersey Money Help and "Should you prepay your mortgage" in NJ101.5 Jim McCarthy explains the reason why pre-paid mortgage payments do not change your monthly payment is " there is an amortization schedule set by the lender, which doesn't change during the life of the mortgage." Jim's comments on the subject make it clear that when an early payment is made, that money goes directly towards the loan balance. By "making additional principal payments every month, you can significantly reduce your interest payments over time" asserts McCarthy.

    Please click here to read the entire article; http://njmoneyhelp.com/2015/10/pros-and-cons-of-pre-paying-a-mortgage/

    Directional Wealth Management specializes in comprehensive financial planning and wealth management. Additionally, they offer individual and family health insurance, including Medicare supplemental plan and employer group benefits, including health, life and disability.

    Jim has been working as a financial professional for two decades. During his career, he has held executive positions in Finance and Accounting for major international organizations. He is a CERTIFIED FINANCIAL PLANNERTM professional and is a Member of both the Financial Planning Association (FPA) and the Financial Services Institute (FSI). Additionally, Jim holds the Chartered Financial Consultant® designation.

    Jim has been helping clients build personalized investment programs since 2003. Professionals, corporate executives and affluent families rely on him for comprehensive wealth management services. He believes financial planning is about a person's values and not just their money. His focus is to help each client live life to the fullest. He does this by capitalizing on the global knowledge he has gained helping other clients and by building quality relationships and an intimate understanding of what matters most to his clients. Jim feels it is important to develop the right plan for each client's situation by utilizing tools that help manage risk, enhance return and minimize taxes. He shares strategies that assist his clients in overcoming emotional decisions regarding their financial future.

    Jim was recognized as a Five Star Wealth Manager in New Jersey. Click here for an overview of Jim's appearances in print and broadcast media.

    For more information or to schedule an interview with Jim McCarthy, contact Amy Delman of Amy Delman Public Relations, LLC, at 201.563.4614 or amydelmanpr ( @ ) verizon dot net dot

    Directional Wealth Management, LLC and Wall Street Financial Group, Inc. are separate entities. They are independently owned and operated. Only securities and advisory services offered through Wall Street Financial Group, Inc.(WSFG), Registered Investment Advisor. Member FINRA/SIPC.

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