by Kay Dee Cole | Nov 21, 2013 | Uncategorized
You can see it just ahead, looming on the horizon – the holiday season. While children can hardly stand the wait, adults often wish it were a few more months away, especially when there are gifts to buy and money is tight. Unfortunately, time does not stop. This year,...
by Kay Dee Cole | Sep 17, 2013 | Financial Planning, Investing, risk
Investors who are concerned about market volatility should examine their investment choices from all angles when constructing a portfolio – evaluating not only by return, but risk, too. There are a variety of risk measures that may come in handy. Of course, numbers...
by Kay Dee Cole | Sep 3, 2013 | College Planning
If you’re saving for a child or grandchild’s college education, brace yourself: The annual cost of a four-year degree for an on-campus student is over $25,000 per year for an in-state student and over $43,000 per year for an out-of-state student. Multiply...
by Kay Dee Cole | May 23, 2013 | Uncategorized
The financial world comes with plenty of jargon and an endless supply of acronyms. If you aren’t regularly exposed to financial words and phrases, it can seem like a totally different language. To avoid feeling out of the loop on your finances, it’s...
by Kay Dee Cole | May 23, 2013 | Uncategorized
A picture-perfect retirement doesn’t just happen – it requires careful planning, saving and investing to come to fruition. But imagine you spend years stocking up money in your traditional IRA, only to pass away before you can cash in on that money? As...
