by Susan Koe | Dec 12, 2024 | Finances, Financial Planning
Although the holidays are a season of joy and special events shared with loved ones, they can also be hectic times. Planning and hosting parties, buying and wrapping gifts, traveling – the list of extra tasks we take on during the holidays sometimes feels...
by Susan Koe | Aug 15, 2024 | Financial Planning, Social Security, Uncategorized
You probably already know that if you’ve worked most of your life, you can collect Social Security in retirement. But did you know that your spouse can collect their own benefit based on your work history, even if they never worked outside the home? Questions about...
by Susan Koe | Jun 28, 2024 | Financial Planning
Sometimes it’s fun to sit back and dream about retirement with rose-colored glasses. Traveling the country with your partner. Maybe including your dog and an RV for an extended camping trip to new places. Perhaps you plan on spoiling imaginary grandchildren on every...
by Susan Koe | Jun 6, 2024 | Financial Planning
When it comes to your business, every decision counts. And no decision is more important than sponsoring the future of your team. One such decision, often overlooked and undervalued, is the implementation of a 401(k) plan tailored specifically for your business. In my...
by Susan Koe | May 15, 2023 | Investing
Overview The world is changing. The climate is changing, the social landscape is changing, and the way we do business is changing. In this new world, there is a growing demand for investments that are sustainable and socially responsible. This is where ESG investing...
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