by Kay Dee Cole | Feb 14, 2018 | Widows & Divorce Planning
Do you think about what will happen if your spouse passes away and you become widowed? Do you think about what will happen to your spouse if you pass away? The thought of losing your life partner can be overwhelming, and it’s easy to avoid these questions...
by Kay Dee Cole | Jan 16, 2018 | Retirement
Dreaming and contemplating retiring is the easy part – you imagine endless days spent on your hobbies or maybe even doing nothing at all. But as you get closer to the big day, you need to stay focused – wrong turns in your financial world can make for big and costly...
by Kay Dee Cole | Dec 28, 2017 | News
Most people dream of their retirement through their working lives. It’s a time to enjoy the fruits of your labor and spend your days exactly as you want them. But before you fill up your calendar with all sorts of travel, social outings and volunteer activities,...
by Kay Dee Cole | Nov 30, 2017 | News
With great convenience comes great vulnerability. If you depend on payment apps, managing investments, banking and moving money using your cell phone, you aren’t alone. Cell phones offer a quick and convenient way to manage your money – but they also leave you...
by Kay Dee Cole | Oct 29, 2017 | News
Will your family be able to pay your bills if you were unable to? Even if you tell your doctor what kind of medical care you want, will your family know what to do? Preparing a power of attorney (POA) today can save time, money and most importantly, heartache for your...
