by Kathe | Feb 6, 2017 | Blog
Occasionally I’ll have a client ask me whether a name should be changed with Social Security. This is a good question. Whether you’ve recently gotten married or divorced, you might have changed your name. There are other times when you might have changed your name as...
by Kathe | Feb 1, 2017 | Blog2
When I first started my financial planning career in 1990, a million dollars seemed like a million miles away. Of course now that I’m older and have been saving since I was in my twenties, I have first hand knowledge that it CAN be done. You just have to understand...
by Kathe | Jan 28, 2017 | Blog3
Getting insurance is about sharing or shifting threat. For example, medical insurance will certainly cover some of the expense of medical care. Property owner’s insurance policy will think a few of the danger of loss in the event your house is harmed or ruined. But...
by Kathe | Jan 27, 2017 | Blog
4 Reasons that People Spend Way too much You recognize the standard monetary ideas of budgeting, saving, as well as checking your statements. However this doesn’t necessarily imply that you’re in control of your spending. We’ve come up with some reasons...
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