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The Top 5 Jobs for Career Changers in their 50’s

The Top 5 Jobs for Career Changers in their 50’s

by Kim Hall | May 4, 2023 | Decision Making, risk

Switching careers doesn’t feel like that big of a deal when you’re younger – you still feel invincible and you don’t have many people relying on you. Later in life, when you may have a spouse or children or a mortgage (or all three), changing jobs involves more risk....
Risk in Retirement, Part 2: How to Minimize Your Chances of Running Out of Money

Risk in Retirement, Part 2: How to Minimize Your Chances of Running Out of Money

by Kim Hall | Mar 14, 2023 | Retirement, risk

Welcome to part two of our retirement risk series, where we’re bringing you tips and tricks to take your retirement planning to the next level.  One question we’re often asked in retirement planning is, “Will I run out of money?” It’s a valid concern, especially for...
Risk in Retirement, Part 1: Will I Run Out of Money in Retirement?

Risk in Retirement, Part 1: Will I Run Out of Money in Retirement?

by Kim Hall | Feb 8, 2023 | Retirement, risk

Will I run out of money in retirement? As an advisor, we are asked this question more often than anything else, although it’s not always worded this way.  “When should I claim Social Security? What’s the best tax strategy in retirement? How long should I keep working?...
Retirement Tools Part 3: Protect Your Assets

Retirement Tools Part 3: Protect Your Assets

by Kay Dee Cole | Apr 7, 2022 | Estate Planning, Financial Planning, risk

You’ve saved your money and grown your money – now there is just one final crucial step to the retirement planning process: protect your assets. You need to create a plan to ensure that you and your loved ones are set up for financial success after you stop receiving...
10 Survival Tips for Changing Careers

10 Survival Tips for Changing Careers

by Kim Hall | Jan 26, 2022 | Decision Making, Financial Planning, Organizing Your Finances, risk, Tips for Saving

Click here to download our Complete Guide to Changing Careers in Your 50s. The recent Covid-19 pandemic has made a big impact on the working world. Whether you’re working from home, the office, or a hybrid of both, chances are you’ve felt the impact of some major...
Our Brains, Mind Games & Investing

Our Brains, Mind Games & Investing

by Kim Hall | May 20, 2020 | Decision Making, Investing, News, Retirement, risk

Our Brains, Mind Games and Investing Hosted by Kay Dee Cole, CFP®, RLP®, CeFT® and Kim Hall, CFP®, RLP®, GFP® with Jay Mooreland, MS, CFP How does all this work?  Our video goes through some very thought provoking ideas that trick our brain. If you are interested in...
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