by Kay Dee Cole | Jan 22, 2013 | Uncategorized
In many cases, financial planning is a family matter. You want to make sure you’re set for the future, but also that your kids and grandkids are prepared for the long-term. Setting up a custodial account can be a savvy move for adults who want to either teach...
by Kay Dee Cole | Nov 9, 2012 | Uncategorized
Every adviser talks about diversification – basically having your investments spread across a variety of asset classes, such as large companies, small companies, international, etc. The weightings assigned to each asset class mainly depends on your time horizon,...
by Kay Dee Cole | Oct 17, 2012 | Uncategorized
The enrollment season for Medicare prescription drug Part D and Medicare Advantage Part C runs from October 15th through December 7th each year. While you may fall into the habit of renewing your same plan each fall, reevaluating coverage annually can make the...
by Kay Dee Cole | May 24, 2012 | Uncategorized
Estate planning is an important tool when you want to make sure your wishes are carried out as you intended. If you’ve ever been through the probate process or had friends talk about the nightmares of improper estate planning, you know how important it is. A...
