Whether it’s ideas from the industry, emerging trends or advanced planning strategies, you can read about it here. And once in a while, I may throw in a kid accomplishment or some other surprise. So keep checking in. I'm glad to have you reading along. If you have ideas for posts, please contact me. I'd love to hear from you!
Wednesday, October 9, 2019
Yes, really. So, what is a CFQ? Why do clients need one? Most client service models in the industry are built on around a financial advisor serves as the hub for multiple aspects of a client’s financial life, working with...
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Thursday, September 19, 2019
If only we had a crystal ball. Long term care (LTC) can be paid in 1 of 5 ways (or any combination thereof), as applicable: Self-insuring LTC insurance Life insurance rider or settlement Medicaid Veteran benefits Beware of the common...
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Monday, August 19, 2019
Ahem. Your 50s. Time for a roadmap. Maybe you're targeting 10 or 15 years until retirement? If so, there's still time for impactful change. Following are 10 actions to consider anytime, but especially in your 50s: 1. Organize...
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Sunday, July 21, 2019
Seriously though. What do I do? How do you know you need an advisor if you don't know what we do? Why would you refer an advisor to others? To most people, my “job” is a mystery. I’m often asked by my kids to speak...
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Friday, June 21, 2019
According to Wikipedia, the Sandwich Generation refers to people (usually in their 40's to 70's) who care for their aging parents while also supporting their own children. The unplanned challenges of caring for an aging parent,...
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Friday, May 31, 2019
The photo above was taken at Baird’s headquarters in February, 2019. It’s prominently displayed and quite frankly, caught me off guard -- in a very good way! In late January, 2019 I had the honor of attending the Baird...
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Thursday, April 18, 2019
Wealth Advisor, Financial Planner, Asset Advisor, Portfolio Manager, Financial Advisor, Money Manager. Not to mention Broker/Dealer, Wirehouse, Registered Investment Advisors and Fiduciary. It all gets a bit squirrely. I can't begin to...
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Friday, March 15, 2019
My "Top 9" (because "Top 10" is too cliché) reasons for Ask Kim: Have fun. The opportunity for personal expression. My communication style is "relator". What better way to reach my clients and potential clients? Build...
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