by Kay Dee Cole | Mar 7, 2024 | Retirement
At birth, life expectancy for boys and girls is around 75 and 80, respectively. But did you know that every year you live, your life expectancy increases? It’s true! So, what is the average life expectancy for a 65-year-old man and woman? Download: 7 Rules for...
by Kay Dee Cole | Feb 6, 2024 | Estate Planning
What will your net worth be when you pass away? It’s a question you may not like to think about, but it’s an important one nonetheless. For the average retiree, the median net worth is over $265,000. That’s no small piece of pie! Deciding what happens to all of your...
by Kay Dee Cole | Jan 18, 2024 | Retirement
Choosing a financial advisor can be a difficult decision. How do you know which firm is right for you? A quick Google search would tell you it’s as easy as 1, 2, 3 Outline your life goals Research the various types of advisory firms and decide which one makes sense...
by Kay Dee Cole | Dec 15, 2023 | Estate Planning
“Do I have an estate plan that will protect my family?” We get this question all the time. I love this question because it so clearly comes from someone thinking ahead for the well-being of their loved ones – because an estate plan isn’t just something you do for...
by Kay Dee Cole | Nov 29, 2023 | Financial Planning
It’s that sparkly, special time again – when the dawn of a new year brings thoughts of change and self-improvement in the form of New Year’s Resolutions. According to a Statista survey, saving more money was the fourth most common resolution for 2023, with 39% of...
