Ask Kim

Ask Kim: Overwhelmed By My Options

Dear Kim, I’m nearing retirement age and feeling overwhelmed by the options for managing my savings. It feels unfair that all these plans seem to be a “one size fits all” situation. How can I ensure my retirement funds are structured to… Read more »

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Ask Kim: Navigating New Wealth

Dear Kim, I’ve recently inherited a substantial sum of money. I’m fairly young, only twenty-nine, and this amount of money is more than my bank account has ever seen (maybe even collectively). It’s honestly a little bit daunting to have in there.… Read more »

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Ask Kim: Values and Vacations

Dear Kim, My husband and I have different investment styles and goals, which often leads to conflicts when discussing our financial plans. How can we compromise? We both understand the value of a dollar, but he has a harder time justifying things… Read more »

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Ask Kim: Fiancées and Finances

Dear Kim, My oldest is getting married this summer to his high school sweetheart, and we couldn’t be happier!  We’ve known our future daughter-in-law since she was eight, as they’ve gone to school together since the second grade, though they didn’t begin… Read more »

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Ask Kim: Navigating Net Worth

Dear Kim, I’m not the most knowledgeable when it comes to finances, but I’m getting married in a few months and my fiancé and I want to do the “right” thing when it comes to our finances. I know that could mean… Read more »

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Ask Kim: Rethinking Retirement

Kim, I recently hit my mid-30s, and it hit me like a ton of bricks – I haven’t really thought about retirement. A rep from my company’s human resources department is coming to talk about our options regarding 401(k). I think I… 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.