by Kay Dee Cole | May 19, 2021 | Investing, News
First Quarter 2021 Investment Commentary Keeping a balanced approach is always wise – that’s why looking to the past and the future are equally important in financial planning. Here are our comments for the first quarter of 2021, including concerns and positive...
by Kay Dee Cole | May 3, 2021 | Decision Making, Financial Planning, Uncategorized
These days it seems there is so much to worry about. The media is replete with news of shootings, civil unrest, and the global pandemic. Financially, there are concerns about inflation, taxes, and deficits. Because life, with all its trials and uncertainty, provides...
by Kay Dee Cole | Apr 7, 2021 | Decision Making, Financial Planning
A new year always brings about conversations on goal-setting and resolutions. But a recent study found that less than 10% of resolutions become part of our lives in the long run. So how do you create habits that stick? Such a high failure rate may be due to making...
by Kay Dee Cole | Mar 3, 2021 | Decision Making, Investing
Are you talking to your kids about investing? Heard of Gamestop? Bitcoin? Dogecoin? You may have heard of these investments. Your kids sure have. It’s all over social media. The headlines focus on people making money and bringing down the big Hedge Funds. Sounds...
by Kay Dee Cole | Feb 3, 2021 | Taxes, Tips for Saving
Tax policy changes often, leaving many wondering: How does that affect me? What can I do? What does savings have to do with it? But trying to predict what may happen to your future taxes and savings is a lesson in spinning plates – you never know what plates drop...
