Articles by Katy:
4 Ways to Help Your Family Avoid Probate
As you explore estate planning and build out your portfolio, you may have stumbled across the idea of...
Maximizing Social Security Benefits for Middle to Upper-Income Retirees
Navigating Social Security benefits takes some intention, research and planning. From inflation...
Gen X and Retirement: 6 Tips to Halt the Struggle to Save
Generation X faces significant financial challenges in today’s economy. Inflation, high interest rates...
Remote Worker? How Your Taxes May Be Impacted
As remote work has become more prevalent in society, it is important to understand the tax impact this...
Prioritizing Investments in the Face of Economic Uncertainty and Inflation
As 2024 progresses, investors face a mix of familiar and novel challenges. Factors such as fixed...
2024 Market Updates and Economic Outlook
As consumers continue to cope with high inflation levels amid the ongoing post-COVID economic recovery,...
Assets and Liabilities Explained
At the end of 2023, Americans owed $986 billion on credit cards, surpassing prior years. With debt on...
5 Tips for Managing Debt in Retirement
Retirees across the country have felt the pinch of cost-of-living increases. Retirement has looked...
What is Compound Interest and Why Does it Matter for Retirement?
We understand the fundamental retirement process - investing funds and witnessing growth with the hope...
6 Tactics to Build Financial Confidence Amid Economic Uncertainty
2024 is ripe with possibilities yet Americans are a little apprehensive of what lies ahead financially....
