by Kim Hall | May 4, 2023 | Decision Making, risk
Switching careers doesn’t feel like that big of a deal when you’re younger – you still feel invincible and you don’t have many people relying on you. Later in life, when you may have a spouse or children or a mortgage (or all three), changing jobs involves more risk....
by Kim Hall | Mar 14, 2023 | Retirement, risk
Welcome to part two of our retirement risk series, where we’re bringing you tips and tricks to take your retirement planning to the next level. One question we’re often asked in retirement planning is, “Will I run out of money?” It’s a valid concern, especially for...
by Kim Hall | Feb 8, 2023 | Retirement, risk
Will I run out of money in retirement? As an advisor, we are asked this question more often than anything else, although it’s not always worded this way. “When should I claim Social Security? What’s the best tax strategy in retirement? How long should I keep working?...
by Kay Dee Cole | Apr 7, 2022 | Estate Planning, Financial Planning, risk
You’ve saved your money and grown your money – now there is just one final crucial step to the retirement planning process: protect your assets. You need to create a plan to ensure that you and your loved ones are set up for financial success after you stop receiving...
by Kim Hall | Jan 26, 2022 | Decision Making, Financial Planning, Organizing Your Finances, risk, Tips for Saving
Click here to download our Complete Guide to Changing Careers in Your 50s. The recent Covid-19 pandemic has made a big impact on the working world. Whether you’re working from home, the office, or a hybrid of both, chances are you’ve felt the impact of some major...
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...
