by Kay Dee Cole | May 23, 2013 | Uncategorized
The financial world comes with plenty of jargon and an endless supply of acronyms. If you aren’t regularly exposed to financial words and phrases, it can seem like a totally different language. To avoid feeling out of the loop on your finances, it’s...
by Kay Dee Cole | May 23, 2013 | Uncategorized
A picture-perfect retirement doesn’t just happen – it requires careful planning, saving and investing to come to fruition. But imagine you spend years stocking up money in your traditional IRA, only to pass away before you can cash in on that money? As...
by Kay Dee Cole | Apr 11, 2013 | Decision Making, Financial Planning, Investing, Organizing Your Finances, Protecting Your Assets & Credit, risk, Uncategorized
With a possible recession looming in 2023, many investors are looking for ways to optimize their investments outside of turbulent stocks. But outside of the market, what are your options? One of the more well-known alternatives are known as high-yield bonds....
by Kay Dee Cole | Jan 22, 2013 | Uncategorized
In many cases, financial planning is a family matter. You want to make sure you’re set for the future, but also that your kids and grandkids are prepared for the long-term. Setting up a custodial account can be a savvy move for adults who want to either teach...
by Kay Dee Cole | Nov 9, 2012 | Uncategorized
Every adviser talks about diversification – basically having your investments spread across a variety of asset classes, such as large companies, small companies, international, etc. The weightings assigned to each asset class mainly depends on your time horizon,...
by Kay Dee Cole | Oct 17, 2012 | Uncategorized
The enrollment season for Medicare prescription drug Part D and Medicare Advantage Part C runs from October 15th through December 7th each year. While you may fall into the habit of renewing your same plan each fall, reevaluating coverage annually can make the...
