by Kim Hall | May 13, 2022 | Estate Planning, Financial Planning, Organizing Your Finances, Protecting Your Assets & Credit
Estate planning isn’t anyone’s idea of a good time – but it’s one of the most important steps you can take to make the transition easier for your loved ones after you’ve passed on. A big piece of estate planning that’s often overlooked is digital assets. Today, we’re...
by Kim Hall | Mar 14, 2020 | Investing, News, Protecting Your Assets & Credit
It is amazing how predictably irrational we humans can be! Our brains are subconsciously seeking certainty, especially as things become more uncertain – and that applies to market fears as well. With a 2023 recession on many people’s minds, you’re...
by Kim Hall | Feb 18, 2020 | Protecting Your Assets & Credit
How do you help fight against fraud? We’ve all heard heartbreaking stories of people losing their savings to scammers, or perhaps you’ve even fallen victim to one yourself. It seems that scammers are constantly finding creative ways to trick people into handing over...
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 | Jun 29, 2017 | Protecting Your Assets & Credit
Each year, millions of Americans fall victim to identity fraud. But did you know that you or your loved ones can be victims of identity theft even after death? Why are the dead such easy and appealing targets to scammers? Well, unlike the living, the dead can’t notice...
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...
