by Kay Dee Cole | Jan 23, 2022 | Financial Planning
Oh, boy. This is a huge undertaking and takes lots of careful planning and perhaps a bit of diplomacy! When helping your aging parents get organized, it’s important to help them reduce as many physical demands as possible in their environment as they age, like...
by Kay Dee Cole | Jan 13, 2022 | Decision Making, Financial Planning, Retirement
Looking ahead at your retirement? Planning for the next phase of your life is about more than just crunching numbers. Your financial plan for retirement should be built around your goals and values, setting you up to live your best life after you retire from the...
by Kay Dee Cole | Dec 8, 2021 | Financial Planning
It’s that time of year again—the time when we all start looking forward. Gym memberships spike, new budgets are set, and we think about what we want more and less of in our lives. More time. Less stress. More money. Less junk food. If you’re like most people, your...
by Kay Dee Cole | Nov 22, 2021 | Financial Planning
The way you think about money says a lot about you as a person, and about how good you are at saving and planning for the future. One way to get to the bottom of how you think about money is using something called a Money Script. What is a Money Script? “Money Script”...
by Kim Hall | Nov 16, 2021 | Financial Planning
One thing that I love about my work is that I have the opportunity to witness people in all stages of their financial journey – setting goals, achieving them, and enjoying the fruits of their labor. This perspective serves me well in one of my most important roles as...
by Kay Dee Cole | Oct 28, 2021 | Financial Planning
When it comes to planning for the future, there is no shortage of professionals positioning themselves as the “right fit.” Investment managers, financial planners, financial life planners—but what is the difference between a financial plan and a financial life plan?...
