by Kay Dee Cole | Jan 13, 2022 | Decision Making, Financial Planning, Retirement
Looking ahead at your retirement? Planning for the next phase of your life is about more than just crunching numbers. Your financial plan for retirement should be built around your goals and values, setting you up to live your best life after you retire from the...
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 | Sep 28, 2020 | Decision Making, Retirement
Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their retirement savings. As of 2022, the average life expectancy around the world is nearly 73 years. Critical expenses, such as...
by Kim Hall | May 20, 2020 | Decision Making, Investing, News, Retirement, risk
Our Brains, Mind Games and Investing Hosted by Kay Dee Cole, CFP®, RLP®, CeFT® and Kim Hall, CFP®, RLP®, GFP® with Jay Mooreland, MS, CFP How does all this work? Our video goes through some very thought provoking ideas that trick our brain. If you are interested in...
by Kim Hall | Jan 14, 2020 | Retirement, Tips for Saving
Individual Retirement Accounts (IRAs) have been in the news a lot lately with the recent legislation changes, so it seems like a good time to review the basics of IRAs. All of the technicalities can get confusing fast, and having an understanding of the foundations...
by Kay Dee Cole | Jan 16, 2018 | Retirement
Dreaming and contemplating retiring is the easy part – you imagine endless days spent on your hobbies or maybe even doing nothing at all. But as you get closer to the big day, you need to stay focused – wrong turns in your financial world can make for big and costly...
