by Kay Dee Cole | Aug 3, 2022 | Financial Planning
For centuries humanity has been searching for happiness. Regardless of culture, social status, or beliefs, we seem connected by our desire to be happy. What makes someone happy and how much joy we feel may be subjective. But a few fundamental principles tend to...
by Kim Hall | Jul 26, 2022 | Financial Planning
With increased inflationary pressures, increases in interest rates, and talk of a slowing economy, we feel it would be helpful to review some key questions clients often have about investing in a turbulent market. Maintaining proper perspective can help us overcome...
by Kay Dee Cole | Jul 6, 2022 | Financial Planning
Did you know life expectancy increases with age? It’s true! At birth, the average life expectancy for boys and girls is around 75 and 80, respectively. But every year you live, your life expectancy increases. So our question is this: What is the average life...
by Kay Dee Cole | Jun 1, 2022 | Financial Planning
With increased inflationary pressures, increases in interest rates, and talk of a slowing economy, we feel it would be helpful to review some key points. Maintaining proper perspective can help us overcome any anxiety or discomfort we may feel and take a thoughtful...
by Kim Hall | May 13, 2022 | Estate Planning, Financial Planning, Organizing Your Finances, Protecting Your Assets & Credit
Estate planning isn’t anyone’s idea of a good time – but it’s one of the most important steps you can take to make the transition easier for your loved ones after you’ve passed on. A big piece of estate planning that’s often overlooked is digital assets. Today, we’re...
by Kay Dee Cole | May 5, 2022 | Financial Planning
When it comes to protecting your personal information, the internet is a major pain point. Think about it – you store all your important information on the web: your emails and texts, medical information, and more. That’s why it’s so important to have strong...
