by Kay Dee Cole | Jul 20, 2021 | Financial Planning
Recently we were reviewing a client’s financial situation when we found that he didn’t have an estate plan in place. That can be especially bad news in the state of Oregon, where his assets would not have gone where he wanted them if he passed away. We quickly put a...
by Kay Dee Cole | May 3, 2021 | Decision Making, Financial Planning, Uncategorized
These days it seems there is so much to worry about. The media is replete with news of shootings, civil unrest, and the global pandemic. Financially, there are concerns about inflation, taxes, and deficits. Because life, with all its trials and uncertainty, provides...
by Kay Dee Cole | Apr 7, 2021 | Decision Making, Financial Planning
A new year always brings about conversations on goal-setting and resolutions. But a recent study found that less than 10% of resolutions become part of our lives in the long run. So how do you create habits that stick? Such a high failure rate may be due to making...
by Kay Dee Cole | Oct 10, 2020 | Financial Planning, Retirement
Medicare open enrollment begins October 15 and ends December 7 each year – this is the time for anyone on Medicare to consider whether changes need to be made to their coverage. But wait, is it necessary? That depends! Have you moved? Has your health changed? Have...
by Kay Dee Cole | Aug 20, 2020 | Decision Making, Financial Planning, Investing
As we face increased uncertainty about our lives, work and the markets, it can be easy to become anxious and fearful. And while some worry is good for us, too much of it can lead to impulsive decisions and negative health effects, like dizziness, insomnia, headaches...
by Kay Dee Cole | May 5, 2020 | Decision Making, Financial Planning, News
Optimism and pessimism can change your investing habits, and the media actively participates spreading the fear. Headlines often accentuate the negative because that is what gets us to tune in. Why? Because pessimism and cynicism are weirdly addictive. But they can...
