Robert J. Moritz
  • 40, Male
  • Westfield
  • United States
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www.360MoneyCoach.com ~~~~~~~~~ Financial Planning & Wealth Management

Latest Activity

Robert J. Moritz and Susan Young are now friends
February 9
Robert J. Moritz and Bob Hutt are now friends
January 28
January 7
Robert J. Moritz and Gary Tedrow are now friends
October 1, 2009
Robert J. Moritz added a blog post
The “Pink Slip” Blues The Six Things You Should Know According to the Bureau of Labor Statistics, the number of unemployed in July was 9.4%. Since the start of the recession in December of 2007, the number of unemployed people has skyrocketed…
September 25, 2009
Robert J. Moritz added a blog post
See Link below for more details or paste into your URL address: http://www.businessweek.com/bwdaily/dnflash/content/aug2009/db20090820_797185.htm?campaign_id=yhoo If you'd been thinking about taking advantage of this program, I'd free up today…
August 21, 2009
Good information Robert! Retirement is a wonderful life of opportunities. I hope everyone nearing retirement will consider all the wonderful advantages that retirement life offers us. Best of all, we get to recreate ourselves and add new meaning and…
August 17, 2009
Robert J. Moritz and Chris Reed are now friends
August 10, 2009

Profile Information

Have you invited Jesus Christ into your heart and life as your Lord and Savior?
Yes
I believe that Jesus is the Christ the one and only begotten Son of the living God
Yes
I strive to honor the Lord Jesus in my business practices.
Yes
My home church is:
Colonial Hills Baptist Church
I live and work in the state of:
Indiana
I live in the state county of: (IF OUTSIDE THE USA, LIST YOUR COUNTRY HERE)
Hamilton
I live in the city of:
Westfield
My company name is:
Money Concepts
My title responsibility in the company is:
Vice President
My business is located in the following COUNTY (i.e. Marion County)
Marion
My business is located in the city of:
Indianapolis
You are welcome to contact me via phone at:
317-841-0370x15
The category that best describes my business is:
Services – Personal & Professional
I offer the following products/services:
Financial Planning and Wealth Management
My target market(s) are:
Pre-retirees & at retirees
Younger affluent professionals looking to achieve other financial goals such as college education, protection needs, and tax advantaged growth
Territories I can serve well with my products and services are:
Primarily central Indiana
Currently I am looking for the following type of client(s):
Pre-Retirees or younger affluent professionals
My best affinities are:
Existing clients who we have already helped make smart decisions about their money so they are better equiped to live out their financial dreams.
Business address to be used for a CBNA Google Map:
7828 East 88th. Street Indianapolis, IN 46256
Website:
http://www.moneyconcepts.com/rmoritz

Robert J. Moritz's Blog

Robert J. Moritz

The "Pink Slip" Blues




The “Pink Slip” Blues

The Six Things You Should Know


According to the Bureau of Labor Statistics, the number of unemployed in July was 9.4%. Since the start of the recession in December of 2007, the number of unemployed people has skyrocketed to 6.7 million. Most economists b… Continue

Posted on September 25, 2009 at 11:30am —

Robert J. Moritz

Cash for Clunkers Program now to end 8/24/2009

See Link below for more details



or paste into your URL address:

http://www.businessweek.com/bwdaily/dnflash/content/aug2009/db20090820_797185.htm?campaign_id=yhoo

If you'd been thinking about taking advantage of this program, I'd free up today and tomorrow.

Best Regards,

Robert J. Moritz, CFS
Vice-President, Circle Financial Planning Centre

Money Concepts
7828… Continue

Posted on August 21, 2009 at 9:33am —

Robert J. Moritz

What if Your Employer Doesn't Want You to Retire? Planning for a Second - or Third - Career Act

The mass Baby Boomer retirement anticipated over the next 20-30 years is expected to create an overall U.S. labor shortage of 35 million workers. That’s potentially good news for future retirees who either want to work or need to work due to the recent investment downturn.
A recent study by Hewitt Associates showed that out of 140 mid-size and large employers, 55 percent already had evaluated the impact that potential retirements could have on their organization, and 61 percent have developed or… Continue

Posted on August 10, 2009 at 7:00am — 1 Comment

Robert J. Moritz

Why is Personal Money Management So Hard?

On June 10, 2009, Fidelity Investments announced the results of their second Couples Retirement Study. They found that only 15% of couples had confidence in each other’s ability to manage finances. Why is this so hard?

Successful money management is not easy. There are four major obstacles to financial success. First, is a lack of education. Second, is the volatility of the market itself. Third, is our own human nature and fourth is a system that seems to foster distrust. Let’s look at each one… Continue

Posted on August 3, 2009 at 7:00am —

Robert J. Moritz

From the Indiana Partnership Long Term Care website June 22, 2009: Good News – We Are Living Longer…

From the Indiana Partnership Long Term Care website June 22, 2009:

Good News – We Are Living Longer
Bad News – We Are Living Longer
7 out of 10 individuals will need Home Health Care some time during their lives.
Currently, 40% of those using long term care services in the U.S. are between the ages of 18 and 64.
Overall, individuals living over the age of 65 will have a 60-70% chance of needing some type of long term care service.


The average cost annual for a private room at a nursing home i… Continue

Posted on July 28, 2009 at 2:07pm —

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At 7:12pm on August 5, 2009, Roy Bodinus said…
Rob-

The group is IDERA and the website is dentaltalkindiana.com. Feel free to give your friend my my number, 317-257-7400. I like to meet folks that run in the same circles.

Thanks,
Roy
At 11:27am on October 24, 2008, CBNA Leadership said…
Rob I just posted your church. Join today and start speading the word to other members.
 
 

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