by Kim Hall | Jul 10, 2024 | Protecting Your Assets & Credit, Retirement
Ever noticed how small luxuries tend to become everyday needs over time? That’s what “lifestyle creep” (also called “lifestyle inflation”) is all about. It’s when the occasional luxury (that pricey coffee or treat-yourself dinner) starts...
by Kay Dee Cole | Apr 16, 2024 | Financial Planning, Protecting Your Assets & Credit, Retirement
After years of hard work, smart savings decisions, and a commitment to living below your means, you’ve finally reached that coveted “millionaire-next-door” status – but now what? When your net worth crosses the million-dollar threshold, you’re in the top 3% of all...
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 Kim Hall | Mar 14, 2020 | Investing, News, Protecting Your Assets & Credit
It is amazing how predictably irrational we humans can be! Our brains are subconsciously seeking certainty, especially as things become more uncertain – and that applies to market fears as well. With a 2023 recession on many people’s minds, you’re...
by Kim Hall | Feb 18, 2020 | Protecting Your Assets & Credit
How do you help fight against fraud? We’ve all heard heartbreaking stories of people losing their savings to scammers, or perhaps you’ve even fallen victim to one yourself. It seems that scammers are constantly finding creative ways to trick people into handing over...
by Kay Dee Cole | Aug 31, 2017 | Estate Planning, Financial Planning, News, Protecting Your Assets & Credit, risk, Tips for Saving
According to a survey by the American Psychological Association, women worry more about their financial security than men. Almost a third of the women surveyed said they worry about finances all the time. And more than half experience stress just trying to make ends...
