by Kay Dee Cole | May 3, 2021 | Decision Making, Financial Planning, Uncategorized
These days it seems there is so much to worry about. The media is replete with news of shootings, civil unrest, and the global pandemic. Financially, there are concerns about inflation, taxes, and deficits. Because life, with all its trials and uncertainty, provides...
by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized
The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
by Kay Dee Cole | Nov 21, 2013 | Uncategorized
You can see it just ahead, looming on the horizon – the holiday season. While children can hardly stand the wait, adults often wish it were a few more months away, especially when there are gifts to buy and money is tight. Unfortunately, time does not stop. This year,...
by Kay Dee Cole | May 23, 2013 | Uncategorized
The financial world comes with plenty of jargon and an endless supply of acronyms. If you aren’t regularly exposed to financial words and phrases, it can seem like a totally different language. To avoid feeling out of the loop on your finances, it’s...
by Kay Dee Cole | May 23, 2013 | Uncategorized
A picture-perfect retirement doesn’t just happen – it requires careful planning, saving and investing to come to fruition. But imagine you spend years stocking up money in your traditional IRA, only to pass away before you can cash in on that money? As...
by Kay Dee Cole | Apr 11, 2013 | Decision Making, Financial Planning, Investing, Organizing Your Finances, Protecting Your Assets & Credit, risk, Uncategorized
With a possible recession looming in 2023, many investors are looking for ways to optimize their investments outside of turbulent stocks. But outside of the market, what are your options? One of the more well-known alternatives are known as high-yield bonds....
