by Kim Hall | Apr 4, 2023 | Financial Planning
It’s Financial Literacy Month, and we have an especially appropriate trivia question for you: What percent of American adults would rate themselves as “confident” in their level of financial knowledge? Ready for the answer? According to a new...
by Kim Hall | Mar 28, 2023 | Decision Making, Financial Planning
Do you love your job? It’s an important question – and one we don’t ask ourselves enough. You might have switched majors in college a few times (75% of people do), or maybe job-hopped a bit in your 20s and 30s. But by the time you hit your 40s, there seems to be more...
by Kim Hall | Mar 14, 2023 | Retirement, risk
Welcome to part two of our retirement risk series, where we’re bringing you tips and tricks to take your retirement planning to the next level. One question we’re often asked in retirement planning is, “Will I run out of money?” It’s a valid concern, especially for...
by Kim Hall | Mar 7, 2023 | Financial Planning, Taxes
It’s tax season – sorry, not a fun subject, we know. But we couldn’t resist this tax-themed trivia question that is a sure sign of the times. What percent of 2021 tax returns were “e-filed” (or filed online, as opposed to on paper)? Click your...
by Kim Hall | Feb 14, 2023 | Financial Planning
We know that financial planning is personal – that’s why we take the time to get to know each of our clients’ unique goals, priorities and values. It’s more than just dollars and cents, it’s your life. In this new series, we’re shining a light on each member of the...
