by Kay Dee Cole | Jul 5, 2023 | Uncategorized
Welcome to our latest “Meet the Team!” This week, we’re getting to know our Senior Client Services Associate, Jennifer Mast. Meet Jennifer Jennifer grew up and attended college in Northern Indiana. After high school and during part of college, she lived in Germany....
by Kay Dee Cole | Jun 20, 2023 | Financial Planning
Between market volatility, an extreme real estate market, the debt ceiling negotiations – many people are feeling anxious about their retirement plans. The best way to combat those fears and anxieties is to have a plan in place beforehand, so that when things do go...
by Kay Dee Cole | May 26, 2023 | Financial Planning, Widows & Divorce Planning
When I was 43 years old, a lot of things changed very quickly. My father passed away from Alzheimer’s, I opened my own financial planning practice and – within two years – I was diagnosed with stage 3c ovarian cancer. You quickly learn that the stages of...
by Kay Dee Cole | Apr 13, 2023 | Estate Planning
If we have one mantra we repeat with our clients regarding estate planning, it’s this: If you don’t make a plan for your estate, someone else will – and you probably won’t like it. That “someone else” could be loved ones in the process of grieving, or even government...
by Kay Dee Cole | Mar 21, 2023 | Financial Planning, Widows & Divorce Planning
Nothing rocks your world more than a terminal diagnosis, especially when it hits your life partner. It’s easy to panic when your spouse becomes ill – but it’s important to stay calm and create a plan of action to keep you focused. I know when I had cancer, my husband...
