News Articles
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How Advisors Can Avoid Pitfalls Of Dealing With Gray Divorce Clients
Financial Advisor MagazineIn this Financial Advisor article, Kimberly Foss talks about the need for sympathy and empathy to navigate the delicate conversations of dealing with older divorced clients.
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Gray Divorce and Co-Habitation
AdvisorPerspectives.comIn this article from Advisor Perspectives, Kimberly Foss discusses the rising trend of gray divorce and co-habitation and the implications this can have on financial planning.
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Help Women Avoid the Drain of Excessive Healthcare Costs
Rethinking 65In this Rethinking 65 article, Kimberly Foss discusses the different healthcare challenges that women in retirement face and how planning can help.
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Covid Pandemic Rocks LTC Insurance Industry
Financial Advisor MagazineIn this Financial Advisor Magazine article, Kimberly Foss weighs in with her opinion on the effects of the Covid Pandemic on the Long Term Care Industry.
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Rebalancing the ‘purpose portfolio’
Financial PlanningThere are many instances that can call for a rebalancing of a clients portfolio. In this article for Financial Planning, Kimberly Foss discusses how clients depend on their advisors to know not just how to handle their investments but why they are investing in the first place.
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‘I Became Financially Independent at Age 18’
Millie Magazine“Money can’t make you happy, but it can give you choices,” says Kimberly Foss. “If you don’t have money, someone is going to make those choices for you.” In this article from Millie Magazine , Kimberly Foss, along with Bobbi Rebell share their top tips for achieving financial independence.
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What Clients, and Advisors, Misunderstand About Annuities: Advisors’ Advice
ThinkAdvisor.comIn this article from Think Advisor , Kimberly Foss, along with other advisors share what they feel is most misunderstood about annuities.
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Become a Rock Star in Your Community
AdvisorPerspectives.comIn this article from Advisor Perspectives , Kimberly Foss shares several ways to increase your name recognition in your area. More people will come to you when your firm’s name is associated with topics they are interested in.
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‘Double Bind’ Makes LTC Insurance Extra Challenging for Women
ReThinking65.comIn this article from ReThinking 65, Kimberly Foss talks about the "double bind" that women in retirement frequently face.
