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 18, 2022 | Financial Planning
I get it—the world of finance can seem intimidating. There are always news stories about scams to avoid and “financial advisors” going to jail. Out of all the advice out there, how do you know who you should listen to and where you should start? Here are three easy...
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...
by Susan Koe | May 16, 2022 | Social Security
If you’re investing, you’ve probably heard the term Economic Indicators before. It’s often mentioned alongside any big changes in the market whether it goes up or down. What exactly are they, and more importantly, how do they impact your portfolio? Economic Indicators...
by Susan Koe | May 1, 2022 | Investing
It’s important to dig a little deeper and find out what these investments do – or do not – include so you can make sure they really line up with the things that are important to you. Let’s take a look at ESG Investing and how it can impact your portfolio.. First off,...
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