by Kay Dee Cole | Mar 2, 2017 | News
Are you looking into long-term continuing care communities for you or your parents and feeling a bit daunted by the process? We get it. It’s so important to choose the right care facility that offers a supportive and stimulating environment and meets the specific...
by Kay Dee Cole | Feb 15, 2017 | News
Financial planners generally recommend that you roll over your 401(k) into an IRA when you leave a job – but there may be some important exceptions to consider before doing so. Like every aspect of financial planning, a rollover isn’t a one-size-fits-all...
by Kay Dee Cole | Feb 1, 2017 | News
Hoping for the best won’t make student loan debt disappear, and with Biden’s student loan forgiveness blocked, you may need to rethink your repayment plan. Sometimes it can feel like you’re not making any progress, especially if you’ve pursued...
by Kay Dee Cole | Jan 15, 2017 | News
Health care costs in retirement may pose the greatest threat to an individual’s financial well being. When looking for ways to get a handle on medical costs, it pays to be proactive and ask lots of questions of your health care providers. Being prepared and...
by Kay Dee Cole | Jan 5, 2017 | News
Most of us are pretty good about scheduling time each year for our health, home and auto maintenance. But what about setting aside a day devoted to your financial health? A day where you focus solely on finding, saving and possibly making yourself some money? It will...
by Kay Dee Cole | Dec 15, 2016 | News
Did you know that retirement assets are not automatically split in a divorce? In reality, without a plan in place your finances are up in the air amid your divorce. The Wiser Women’s Institute for a Secure Retirement (WISER), published a must-read document. This...
