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?...
by Kay Dee Cole | Sep 15, 2021 | Financial Planning, Widows & Divorce Planning
No matter how prepared you may be, the loss of a beloved spouse is bound to leave you reeling. Unfortunately, some people specifically target widows in this vulnerable time for predatory scams that can really hurt your financial plan. For the scammer who is out to...
by Kim Hall | Sep 7, 2021 | Decision Making, Financial Planning
Click here to download our Complete Guide to Changing Careers in Your 50s. It’s not all that uncommon for people to go through life without ever stopping to consider exactly what kind of life they want to be living—let alone how they plan to attain it for themselves. ...
by Kay Dee Cole | Aug 10, 2021 | Financial Planning
As a financial advisor, I’m always interested in what financial planning pain points bring people into our office. Sometimes they just had a large windfall of money and want to start getting serious about investing. Sometimes they are going through a divorce and...
by Kim Hall | Aug 5, 2021 | Clarity in the News, Financial Planning
Our own Kim Hall was quoted in U.S. News and World Report’s recent article, “What to Do If Your 401(k) Plan has High Fees.” The fees you pay within your retirement account reduce your investment returns and could cost you tens of thousands of dollars...
