Blog
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The Joys—and Trials—of the Open Road: Is the RV Life for You?
Kimberly Foss discusses the many sides of the RV lifestyle. If the open road is calling your name and the prospect of traveling at will is enticing, take a closer look to see if RV-ing is for you.
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The Surprising Joys of Downsizing in Retirement
Thinking about downsizing in retirement? Kimberly Foss takes a look at some of the advantages downsizing may have for you.
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Traveling with Your Grandchildren: The Joys … and the Basics
Traveling with your grandchildren can be a wonderful experience for you and them. Here, Kim Foss discusses some tips that can help you prepare for a great time.
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3.54% with a US Government Guarantee: Are Series I Treasury Bonds the New Trend?
With the prospect of higher inflation on the horizon, the I Series Treasury bond is looking more competitive. Here, Kimberly Foss discusses a few fundamentals you need to know.
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Maximizing the Impact of Your Family Legacy: Helping the Next Generation Inherit a Philanthropic Mindset
The best way to secure your legacy is by engaging family members in your philanthropic journey. Family conversations that deal with money, values, responsibility, privilege and opportunity are essential to passing on more than just financial wealth from generation to generation. They define and pass values to others up and down the family tree.
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Smart Decisions for Handling an Inheritance
Getting an inheritance is rarely as easy as depositing a check. Here are a few basic facts and steps that can make everything go more smoothly—and can also save on expenses and taxes incurred on the inherited wealth.
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“The Only Thing We Have to Fear”: Why You Shouldn’t Worry So Much about Market Drops
Many investors are fearful of falling markets. That fear is real because we tend to focus more on the potential dangers rather than potential positives. Over the long haul though, there is no better wealth generator than the equity markets.
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Passing the Torch: Making Sure the Younger Generation Catches the “Giving Habit”
Learning the importance of philanthropy should start at an early age. Take a look at some ways to teach youngsters the qualities of generosity and empathy for others.
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Social Security Strategies: Special Considerations for Women in Transition
Women have different needs and challenges when it comes to planning for retirement. Kimberly Foss discusses some special considerations regarding social security.
