by Kay Dee Cole | Jan 13, 2022 | Decision Making, Financial Planning, Retirement
Looking ahead at your retirement? Planning for the next phase of your life is about more than just crunching numbers. Your financial plan for retirement should be built around your goals and values, setting you up to live your best life after you retire from the...
by Kay Dee Cole | Dec 8, 2021 | Financial Planning
It’s that time of year again—the time when we all start looking forward. Gym memberships spike, new budgets are set, and we think about what we want more and less of in our lives. More time. Less stress. More money. Less junk food. If you’re like most people, your...
by Kay Dee Cole | Nov 22, 2021 | Financial Planning
The way you think about money says a lot about you as a person, and about how good you are at saving and planning for the future. One way to get to the bottom of how you think about money is using something called a Money Script. What is a Money Script? “Money Script”...
by Kay Dee Cole | Oct 28, 2021 | Financial Planning
When it comes to planning for the future, there is no shortage of professionals positioning themselves as the “right fit.” Investment managers, financial planners, financial life planners—but what is the difference between a financial plan and a financial life plan?...
by Kay Dee Cole | Sep 15, 2021 | Financial Planning, Widows & Divorce Planning
No matter how prepared you may be, the loss of a beloved spouse is bound to leave you reeling. Unfortunately, some people specifically target widows in this vulnerable time for predatory scams that can really hurt your financial plan. For the scammer who is out to...
