Ask Kim

Ask Kim – Work Perks

Dear Kim,  I am a recent college graduate and finally landed a job in my career field. I’m being offered benefits, life insurance, IRA’s and other, what my friends call, “work perks”. I am single and have bills to pay, student debt,… Read more »

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Ask Kim

Dear Kim, My life is whizzing ahead, both personally and professionally. I’m married, raising two young children, promoted to principal of my school, and managing the household finances. With the constant changes that we have seen over the last couple of years… Read more »

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Where Does Your Money Go?

Do you know where your money goes every moth? Many of us don’t, so let’s talk about Rachel. Rachel is a busy woman; she is an executive with a regional company, she has two teenagers at home and is single. Her children… Read more »

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Losing a Spouse

Losing a spouse is a traumatic event, whether it is from divorce or death. When a person is put under that kind of stress, it can impact physical health as well as emotional and mental wellbeing. As a body focuses itself on… Read more »

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Investment advisory services offered through Equita Financial Network, Inc. (“Equita”). Equita also markets investment advisory services under the name Next Step Financial. The foregoing content reflects the opinions of the author(s) and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.  

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.