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 | Sep 7, 2022 | Investing
You’ve worked so hard to get your new small business up and running. There will always be a million things that need to be done when you’re the owner of a small business, but don’t neglect yourself, your retirement, or your future! I have seen business owners pour...
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 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...
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