FINRA's BrokerCheck

Rehmann in the News - July 2013

US News & World Report, June 6, 2013
Daniel Bortz of US News & World Report includes Joe Heider, principal at Rehmann, in an article about consumer habits and mid-year financial checkups. He stresses that sticking to a budget is vital and says, "Consumers should ideally save 10 percent of their net income each month, but even saving 2 percent would be a significant improvement for many Americans."

USA Today, June 5, 2013
Rodney Brooks of USA Today quotes Joe Heider, principal at Rehmann, in an article about how to get consumer finances in order over the coming months. The article reviews strategies such as retiring debt and boosting savings as quick tips to consider. Heider weighs in discussing the importance of hiring a financial planner and says, "Most people need an adviser first and foremost because it will force them to bring structure to their financial life."

 

Before stopping periodic withdrawals from any annuity please consult with your financial advisor and/or a tax professional as individual situations will vary.

The information presented here is not intended to be a substitute for specific individualized financial or tax advice.

Rehmann is an independent member of Nexia International. Securities offered through Royal Alliance Associates, a member of FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Rehmann Financial and Nexia are not affiliated with Royal Alliance Associates Fixed and/or Traditional Insurances Services offered through Rehmann Insurance Group. Rehmann Insurance Group is not affiliated with Royal Alliance Associates or registered as a broker-dealer or investment advisor.

The views expressed in this newsletter may not reflect the views of Royal Alliance Associates, Inc. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Indexes cannot be invested in directly, are unmanaged and do not incur management fees, costs and expenses. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Meet The Rehmann Team

Start typing a name ...
Searching for "{{nameQuery}}"...
Start typing a experience ...
Searching for "{{experienceQuery}}"...
Start typing a location ...
Searching for "{{locationQuery}}"...
Or view a list of team members