News Articles
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What Are You Telling Your Clients about Coming Changes in the Estate Tax Exemption?
Advisor PerspectivesChange is on the horizon for the estate tax exemption. Kimberly Foss discusses what to expect and the advice she's giving to her clients.
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Five Critical Times to Review Your Clients’ Life Insurance
Rethinking65Empyrion Wealth's Kimberly Foss highlights five life events that necessitate a closer look at your clients' life insurance policies.
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Purveyors of hope or custodians of the worst-case scenario?
Financial Planning MagazineEmpyrion Wealth's Kimberly Foss discusses the importance of being a purveyor of hope for yourself and for your clients during volatile times.
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Advisor Sees Divorce Dynamics Changing for Clients 50 and Over
Rethinking 65Although 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.
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Worst Money Mistakes of 2020
BottomelineWhat 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.
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Be your clients’ CEO: Chief Empathy Officer
Financial Planning MagazineFrom 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.
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4 Ways to Get Better Returns Than CDs
Money Talks NewsKimberly Foss discusses 4 ways to get better returns than CDs.
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Not your father’s marketing: Constructing a post-pandemic pipeline
Financial Planning MagazineKimberly Foss discusses the paradigm shifts that have emerged for prospect pipelines in the wake of COVID-19.
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3 Easy Financial Resolutions Couples Can Make for the New Year
Hitched MagazineGetting 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.
