News Articles
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Hybrid LTC Insurance Is Popular, But Be Careful
Financial AdvisorHybrid long-term care insurance policies have grown in popularity over the past few years, but they're not right for everyone. Kimberly Foss shares key factors to consider with Financial Advisor magazine.
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3 in 4 older parents make this financially disastrous mistake
MarketWatchNearly three in four parents say that they have put their children’s interests ahead of their own needs, including saving for retirement. Kimberly Foss explains how parents can set boundaries and prepare their children to fly the nest with full financial independence.
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The $51,000 mistake 1 in 4 young retirement savers has already made
MarketWatchOne in four adults under age 35 has already made an early withdrawal from their 401(k) plan. Kimberly Foss sits down with MarketWatch to weigh in on this epidemic and explain why this behavior is so dangerous for young savers.
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Protect Your Portfolio by Diversifying Your Investments
TheStreetHow exactly do you put diversification into action for your portfolio? Are there different perspectives on what it means to diversify? Kimberly Foss shares her investment philosophy with TheStreet and explains why diversification isn't just a strategy; it's an investing staple.
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So You’ve Maxed Out Your Credit Cards … Now What?
OppLoansIt's convenient and easy to use a credit card for purchases — but if you don't swipe it responsibly, you'll end up in a trap of overwhelming debt and never-ending interest payments. Follow these smart steps to get out of the red.
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How intuition helped my elderly client
Financial Planning MagazineBaby boomers are expected to transfer some $30 trillion in wealth over the next several decades. Now more than ever, it's critical for advisors to find the most optimal ways to manage those assets. In her latest column for Financial Planning Magazine, Kimberly Foss shares a poignant client story and the unconventional investment strategy that helped secure the next generation.
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There may be just 3 major money decisions you need to make about retirement
MarketWatchWith so many opinions and viewpoints to consider, making the right decisions for your retirement can often feel overwhelming and unnecessarily complex. But some experts say that everything you need to know can be boiled down into three simple points. Kimberly Foss weighs in on the argument.
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A record number of Americans now have access to a credit card — and it’s not going great
MarketWatchCredit card balances keep increasing. Americans keep falling deeper into debt. But the number of consumers with access to credit cards is still on the rise, even though new data shows they're not getting any better at managing them. Kimberly Foss shares her tips for tackling debt head on — and staying out of it.
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A staggering number of Americans now say they may miss a credit card payment this year
MarketWatchCredit card debt in the United States is at a frightening high — and what's worse, many consumers are becoming more careless about making payments on time. President and Founder Kimberly Foss sits down with MarketWatch to talk solutions.
