Change is on the horizon for the estate tax exemption. Kimberly Foss discusses what to expect and the advice she's giving to her clients.
Empyrion Wealth's Kimberly Foss highlights five life events that necessitate a closer look at your clients' life insurance policies.
Empyrion Wealth's Kimberly Foss discusses the importance of being a purveyor of hope for yourself and for your clients during volatile times.
Although divorce rates overall have dropped in the last 30 years, many more people 50 and over are getting divorced today than in 1990. Kimberly Foss discusses some recurring issues and new trends that she’s been seeing among older divorcing couples.
What were some of the investing mistakes you made last year? In this article from Bottomline, Kimberly Foss highlights one investor who potentially missed out on tens of thousands of dollars in profits.
From postponed retirement to forced retirements, from businesses on life support to suddenly unemployed children or grandchildren, many of our clients continue to sort through the jumbled emotions of last year. In her latest blog for Financial Planning Magazine, Kimberly Foss highlights three ways advisors can be their clients' CEO — Chief Empathy Officer.
Kimberly Foss discusses 4 ways to get better returns than CDs.
Kimberly Foss discusses the paradigm shifts that have emerged for prospect pipelines in the wake of COVID-19.
Getting your financial house in order generally involves three steps: save more, pay off your debt, and plan for the future. Kimberly Foss lays out a plan to achieve all three in this article from Hitched Magazine.