by Kay Dee Cole | Sep 1, 2022 | Financial Planning
The sandwich generation. Such an odd little phrase we’ve created for a very common situation in which people find themselves. You’ve probably heard of it, but here’s a quick refresher. The sandwich generation refers to people who are “sandwiched” between two...
by Kay Dee Cole | Aug 25, 2022 | Financial Planning
It’s a fact of life – all people age. Yet so many of us feel unprepared for the time when our aging parents become dependent on us. So many needs and capabilities change due to their age. It can be difficult for you and them to accept that they may need extra...
by Kay Dee Cole | Aug 11, 2022 | Financial Planning, Organizing Your Finances
We all have different ways of thinking about money. Some of us are penny-pinchers, always looking to save some extra change whenever we get the chance. Others of us see money as a means to an end – it’s a way to enjoy life and keep up with the latest trends. Others...
by Kay Dee Cole | Aug 3, 2022 | Financial Planning
We’re on the topic of financial scams this month – a far too common occurrence, especially for the elderly. But exactly how common are financial scams? Let’s put your knowledge to the test. According to the Federal Trade Commission, how much money did...
by Kay Dee Cole | Aug 3, 2022 | Financial Planning
For centuries humanity has been searching for happiness. Regardless of culture, social status, or beliefs, we seem connected by our desire to be happy. What makes someone happy and how much joy we feel may be subjective. But a few fundamental principles tend to...
by Kim Hall | Jul 26, 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 questions clients often have about investing in a turbulent market. Maintaining proper perspective can help us overcome...
