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Home Posts by “Kay Dee Cole”
Terminal Diagnosis

Finances 101: What to Do When Your Spouse Receives a Terminal Diagnosis

Nothing rocks your world more than a terminal diagnosis, especially when it hits your life partner.  It’s easy to panic …

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Meet Kim Hall

Meet the Team: Kim Hall, CFP®, RLP®, GFP®, Director of Financial Planning

Welcome to our latest “Meet the Team!”  In this episode, you’ll get up close and personal with one of the …

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how do you qualify for widows benefits? woman looks off into the sunlit street contemplating this question.

What is Available for Widow’s Benefits and How do You Qualify?

Losing a spouse is life-changing, and the grieving process can be made even more difficult when faced with financial challenges. …

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How Much Does the Average 45-54 Year Old American Have in Savings?

Saving more is on everyone’s minds at this time of year. But how do you compare to your peers? According …

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Which States Rank the Highest for Christmas Tree Production?

It may not surprise you that our home state of Oregon is number one in the country for Christmas tree …

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2022 Wrap Up: 7 Year-end Tax Planning Questions to Consider

The last weeks of the year are jam-packed with familial obligations and holiday festivities. But in between the eggnog and …

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How Much Will Your Thanksgiving Turkey Cost in 2022?

Turkey prices are on the rise – much like everything else these days. But can you guess exactly how much …

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Investing in a Bear Market

Investing in a bear market can be scary. Anxiety, concern and fear are normal to feel. Negative outlooks often accompany …

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How Much Money Do U.S. Consumers Plan to Spend on Halloween Candy in 2022?

Did you know that U.S. consumers plan to spend over $10 billion on Halloween costs this year? Now that’s a …

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What Does a Global Financial Planner Do?

When I was a teenager, my family moved from my home country of South Africa to the United States. While …

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