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Below you'll find a list of all posts that have been categorized as “Financial Planning”

Intellectual Humility

Intellectual humility, or I should say the lack of humility, is quality that is easy to identify in others, yet …

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humblyhumilityinvesting

Medicare Open Enrollment

Medicare open enrollment begins October 15 and ends December 7th. This is the time for anyone on Medicare to consider …

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medicaremedicare enrollment
seek truth to protect your nest egg

Focus on Truth; Protecting your Nest Egg

Your nest egg is important – Be aware of these behavioral truths. As we face increased uncertainty about our lives, …

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behaviorinvestingtruth
meditating

How Behaviors Change Investing

Optimism and pessimism can change your investing habits. The current pandemic or even election, breeds a lot of uncertainty and …

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Setting Powerful New Year’s Resolutions

New Year’s Resolutions –a beloved tradition when we decide on new habits to practice during this fresh year that are …

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Financial Planning Recommendation: Practice Gratitude

The importance of gratitude was recognized as far back as 54 BCE when author/politician Cicero claimed in a letter that …

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What do the Fair and Financial Planning have in Common?

What does the fair have to do with financial planning? A lot as you’re about to read! I participated in …

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Kay Dee Cole: A Typical Day in the Life

Ever Wonder What a typical Kay Dee day entails? Take a deep breath and read on! 4:30pm (Previous Day): Kay …

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client appointmentsfinancial plan designfinancial plan reviewNAPFAnetworkingportfolioprofessional membershipsvolunteeringXY Planning Network

Women Live Longer And Pay Dearly

It is widely reported that on average, women outlive men. The average 30 year old woman today will likely live to …

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healthcare costswomen outlive men
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