Articles by Katy:
4 Ways to Prepare for a Seamless Retirement
With rising inflation and recession concerns, a recent pandemic, and widespread workplace adjustments,...
How to Create a Monthly Budget That Works
The monthly budget can get a bad rap. Detailed limits on where you can spend your hard-earned money? No,...
How to Avoid Surprise Medical Expenses in Four Simple Steps
One measly unforeseen medical event can easily derail your financial progress if you are not careful....
3 Retirement Trends in 2023: How Can They Help Each Generation?
Retirement has been a hot topic lately as Americans navigate economic uncertainty and increasing...
5 Ways Women Can Take Control of Their Finances
The United States Census Bureau reported about 50% of women ages 55-66 have no personal retirement...
5 Essential Estate Planning Considerations
By 2035, the Census Bureau projects the 80-year-old population will double from 2016. As the senior...
The Best States for Retirement in 2023
When it comes to choosing your place of retirement, there are quite a few factors to consider. Maybe...
2023 Economic Outlook
Today’s economic landscape is a complex one, but where will we ultimately end up in 2023? Here are the...
The Insurance Guide: How to Choose the Right Insurance at the Right Time
As your career and family grow, your health, your assets, and your family’s future all become...
Top Benefits of Working with an Insurance Agent
Navigating the world of retirement planning can be daunting. There are so many questions to consider as...
