Robert J. Moritz
Robert J. Moritz
  • 42, Male
  • Westfield
  • United States
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Robert J. Moritz's Friends

  • Mark B. Schwartz
  • Steve M. Erwin, CPA
  • Karen Bachert
  • Ryan & Hayley Murray
  • Jeffrey Toutant
  • Susan Young
  • Gary Tedrow
  • Chris Reed
  • Bob Hutt
  • Terry Danford
  • Renee Hippensteel
  • Jim Standish, CIC, CRM
  • Nicholas Bozzelli
  • Joshua Starns
  • Dr. Noah H. Kersey, Ph.D.

Robert J. Moritz's Groups

 

www.MoneyConcepts.com/RMoritz ~ Financial Planning & Wealth Management

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Robert J. Moritz and Mark B. Schwartz are now friends Aug 22, 2011
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Robert J. Moritz updated their profile Sep 29, 2010
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Robert J. Moritz and Steve M. Erwin, CPA are now friends Aug 11, 2010
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Robert J. Moritz and Susan Young are now friends Feb 9, 2010
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Robert J. Moritz and Bob Hutt are now friends Jan 28, 2010
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Robert J. Moritz and Ryan & Hayley Murray are now friends Jan 7, 2010
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Robert J. Moritz and Gary Tedrow are now friends Oct 1, 2009
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The "Pink Slip" Blues

The “Pink Slip” BluesThe Six Things You Should KnowAccording 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 believe that the recession is coming to an end. Despite this good news, economists believe that the unemployment rate will climb through the first half of 2010. Only then will the employment picture start to improve.What…See More
Blog post by Robert J. Moritz Sep 25, 2009

Profile Information

Company Name
Faithful Stewards of Money Concepts
My title responsibility in the company is:
President
I offer the following products/services:
Financial Planning and Wealth Management
Best Phone Number:
317-566-2121
Website:
http://www.moneyconcepts.com/rmoritz
Target market(s):
Pre-retirees & at retirees
Younger affluent professionals looking to achieve other financial goals such as college education, protection needs, and tax advantaged growth
City of Residence
Westfield
State of Residence
Indiana
My business is located in the following COUNTY (i.e. Marion County)
Marion
Categories that best describe my business are:
Services – Personal & Professional
Business address to be used for a CBNA Google Map:
3815 River Crossing Parkway, Suite 100 Indianapolis, IN 46240
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 Son of the living God
Yes
I strive to honor the Lord Jesus in my business practices.
Yes


Robert J. Moritz's Blog

Robert J. Moritz

The "Pink Slip" Blues

Posted on September 25, 2009 at 11:30am 0 Comments





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 believe that the recession is coming to an end. Despite this good news, economists believe that the unemployment rate will… Continue
Robert J. Moritz

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

Posted on August 21, 2009 at 9:33am 0 Comments

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,… Continue
Robert J. Moritz

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

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

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… Continue
Robert J. Moritz

Why is Personal Money Management So Hard?

Posted on August 3, 2009 at 7:00am 0 Comments

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… Continue
Robert J. Moritz

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…

Posted on July 28, 2009 at 2:07pm 0 Comments

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… Continue

Comment Wall (2 comments)

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At 7:12pm on August 5, 2009, Roy BodinusRoy 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 LeadershipCBNA Leadership said…
Rob I just posted your church. Join today and start speading the word to other members.
 
 
 

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