by Kay Dee Cole | Oct 10, 2020 | Financial Planning, Retirement
Medicare open enrollment begins October 15 and ends December 7 each year – this is the time for anyone on Medicare to consider whether changes need to be made to their coverage. But wait, is it necessary? That depends! Have you moved? Has your health changed? Have...
by Kay Dee Cole | Sep 28, 2020 | Decision Making, Retirement
Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their retirement savings. As of 2022, the average life expectancy around the world is nearly 73 years. Critical expenses, such as...
by Kay Dee Cole | Aug 20, 2020 | Decision Making, Financial Planning, Investing
As we face increased uncertainty about our lives, work and the markets, it can be easy to become anxious and fearful. And while some worry is good for us, too much of it can lead to impulsive decisions and negative health effects, like dizziness, insomnia, headaches...
by Kay Dee Cole | May 5, 2020 | Decision Making, Financial Planning, News
Optimism and pessimism can change your investing habits, and the media actively participates spreading the fear. Headlines often accentuate the negative because that is what gets us to tune in. Why? Because pessimism and cynicism are weirdly addictive. But they can...
by Kay Dee Cole | Aug 8, 2018 | Financial Planning
What does the fair have to do with financial planning? Finances affect every corner of our lives, and vice-versa – even those days spent on the fairgrounds. Today’s story is an anecdote I often think of during my days as a financial planner, one that no doubt...
