by Susan Koe | Sep 20, 2022 | Financial Planning
As women, we tend to face more retirement and tax planning challenges than men. Is this a surprise? Not really. Higher health care costs, longer expectations, and more time out of the workforce contribute greatly to this. Unfortunately, women are also less likely than...
by Susan Koe | Sep 14, 2022 | Fiduciary
We have all heard a friend or colleague share their story of when they bought a hot stock right before it doubled. Is this a once in a lifetime event or can it be repeated effortlessly time and time again? As Warren Buffet once said “The stock market is designed to...
by Susan Koe | Aug 18, 2022 | Finances
Landing your first career job is a huge accomplishment. Even if it is not your dream job, it is a step in the right direction. Celebrate a job well done by planning for your long-term financial success. If you take these steps to plan now, you will thank yourself...
by Susan Koe | Jul 21, 2022 | Social Security
As a 10-year-old kid, I remember my disappointment when I was told I would be getting stock for Christmas that year. Stock was not on my Christmas list, and I was not interested! Honestly, I didn’t even know what stocks were. My father had worked for AT&T as an...
by Susan Koe | Jun 1, 2022 | Finances
Changing jobs is one of life’s biggest stressors. It can be emotional to say goodbye to coworkers and worrisome to jump into the unknown of a new role. On top of that there is paperwork to fill out and financial chores that need to be completed. It is important to...
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