Smart Choices that Enhance Our Lives
Faith, family, friends and prosperity are precious. How will we choose to strengthen them? How can we make our lives richer?
Kim Bourne helps people make smart choices about money - choices to enhance the quality of life, choices that help promote family security.
Learn more about Kim at this web site, and contact her today to plan wisely for your future.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When you’re married and have children, insurance needs will be different.
The item most homeowners forget on their home improvement project checklist is insurance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
What is your plan for health care during retirement?
Do you know how to set up your financial goals for success? This knight does.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When markets shift, experienced investors stick to their strategy.
If you died, what would happen to your email archives, social profiles and online accounts?
Around the country, attitudes about retirement are shifting.