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...
by Kay Dee Cole | Nov 21, 2023 | Retirement
“Will Medicare exist in 10 years?” It’s a question that looms heavy in the minds of retirees and retirement-minded individuals across the country – and with good reason. Much like Social Security, many people are concerned about the future of Medicare – whether it...
by Kay Dee Cole | Oct 11, 2023 | Financial Planning
Does this sound familiar to you? “I hate all this paperwork and transactional details. I wish I thought having money was fun…” When people think of financial planning, “fun” usually isn’t the first word that comes to mind. And that’s a common misconception: that...
