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 Garrett Dresen, CFP® | Apr 26, 2023 | Financial Planning
When it comes to investing, people often want to know what the safest options are. After all, it’s your hard-earned money on the line – and while investing is a must for most who want to retire one day, it can be hard to swallow the risk. But the reality is that...
by Kim Hall | Apr 5, 2023 | Financial Planning
Did you know that research shows money habits are formed by the age of seven (or potentially even earlier)? Yet 31% of parents say they “never” talk to kids about their money. To help your kids develop a healthy relationship with money, it’s important to start...
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 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...
