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...
by Kay Dee Cole | Aug 24, 2021 | Estate Planning, Widows & Divorce Planning
You should review and/or update your estate plan whenever any significant changes happen in your life. As you reassess your finances and build a budget for your next chapter of life, it’s important to look at your estate plan and figure out what needs to change and...
by Kay Dee Cole | Sep 14, 2017 | Estate Planning
Your estate is much more than just your physical belongings and financial assets – it’s all the pieces of your life you’ve collected over the years. A great way to ensure your wisdom, memories and messages are passed onto your loved ones is to collect them...
by Kay Dee Cole | Aug 31, 2017 | Estate Planning, Financial Planning, News, Protecting Your Assets & Credit, risk, Tips for Saving
According to a survey by the American Psychological Association, women worry more about their financial security than men. Almost a third of the women surveyed said they worry about finances all the time. And more than half experience stress just trying to make ends...
by Kay Dee Cole | Nov 1, 2016 | Estate Planning, News, Protecting Your Assets & Credit, Retirement, Tips for Saving
Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their retirement savings. According to a 2013 Stanford Study on Longevity, there is now a 50% chance that a 65 year old man will live...
by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized
The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
