by Kay Dee Cole | Jun 1, 2022 | Financial Planning
With increased inflationary pressures, increases in interest rates, and talk of a slowing economy, we feel it would be helpful to review some key points. Maintaining proper perspective can help us overcome any anxiety or discomfort we may feel and take a thoughtful...
by Kay Dee Cole | May 5, 2022 | Financial Planning
When it comes to protecting your personal information, the internet is a major pain point. Think about it – you store all your important information on the web: your emails and texts, medical information, and more. That’s why it’s so important to have strong...
by Kay Dee Cole | Apr 27, 2022 | Retirement
It may seem like stock exchanges have been around forever, but that’s actually not the case – the first stock exchange actually happened way back in 1611. Let’s put your financial history knowledge to the test! Pop quiz: You might know that the...
by Kay Dee Cole | Apr 13, 2022 | Financial Planning, News
Years ago, my mother and I dealt with an unenviable (yet not uncommon) situation: my father was dying from Alzheimer’s. It’s an enormous weight to know that you will lose someone you love – the feelings are indescribable. Including the all-encompassing grief that you...
by Kay Dee Cole | Apr 7, 2022 | Estate Planning, Financial Planning, risk
You’ve saved your money and grown your money – now there is just one final crucial step to the retirement planning process: protect your assets. You need to create a plan to ensure that you and your loved ones are set up for financial success after you stop receiving...
