by Kim Hall | Apr 4, 2023 | Financial Planning
It’s Financial Literacy Month, and we have an especially appropriate trivia question for you: What percent of American adults would rate themselves as “confident” in their level of financial knowledge? Ready for the answer? According to a new...
by Kim Hall | Mar 28, 2023 | Decision Making, Financial Planning
Do you love your job? It’s an important question – and one we don’t ask ourselves enough. You might have switched majors in college a few times (75% of people do), or maybe job-hopped a bit in your 20s and 30s. But by the time you hit your 40s, there seems to be more...
by Kay Dee Cole | Mar 21, 2023 | Financial Planning, Widows & Divorce Planning
“My husband is terminally ill. Now what?” Nothing rocks your world more than a terminal diagnosis, especially when it hits your life partner. It’s easy to panic when your spouse becomes ill – but it’s important to stay calm and create a plan of action to...
by Kim Hall | Mar 7, 2023 | Financial Planning, Taxes
It’s tax season – sorry, not a fun subject, we know. But we couldn’t resist this tax-themed trivia question that is a sure sign of the times. What percent of 2021 tax returns were “e-filed” (or filed online, as opposed to on paper)? Click your...
by Kim Hall | Feb 8, 2023 | Financial Planning
Anyone looking to buy a home, start a new business or break ground on a big project this year is probably aware of the rising interest rates associated with loans. While interest rates sure are high right now, they’re not the highest ever – which brings us to...
by Kay Dee Cole | Jan 9, 2023 | Financial Planning
Saving more is on everyone’s minds at this time of year. But how do you compare to your peers? According to data published by MarketWatch, how much does the average 45-54 year old American have in savings – not including retirement funds? Ready for the...
