Dear Kim, My mother passed away recently. It wasn’t entirely unexpected as she had been sick for quite a while, but to say that made things any easier would be a fat lie. My father passed away a few years ago, and… Read more »
Read More
Dear Kim, I feel like I’ve tried to write this message a hundred times now, but it’s hard to describe my situation. I’m still reeling. My husband of 34 years came home one day last month and absolutely blindsided me, asking for… Read more »
Read More
Dear Kim, I’m recently divorced. While I was married, I was a stay-at-home mother to our two children, who are now grown and have left the nest for college. The divorce was amicable, so my ex-husband helped me for a bit while… Read more »
Read More
Dear Kim, I started my own small business last year (yay!) but I’m still navigating the financial side of things (specifically tax season). I’m not entirely sure what I can plan to write off once tax season is here, which makes me… Read more »
Read More
Dear Kim, I tried to be proactive and make a financial plan for myself when I got my first “big girl” job after college. It’s been a few years now, and I’m beginning to realize that I may have outgrown my plan,… Read more »
Read More
I’ve relied on my credit card far too much this past year. I’m now in some considerable debt. Nothing life-altering, but I’m going to have to seriously save these next six months to be comfortable again. What would you suggest be my… Read more »
Read More
Dear Kim, My parents never talked about money because they didn’t want me and my siblings to worry. While I appreciate the way they protected us, I now realize in adulthood that I don’t know how to handle my OWN money. I… Read more »
Read More
Dear Kim, My mother passed a few years ago and didn’t have a will set up at the time. It was a nightmare for me and my brothers as we tried to sort through everything. I don’t want that for my kids.… Read more »
Read More
Dear Kim, I recently had a baby and want to save for his college fund. How do people usually go about doing that? Should I squirrel the money away, put it in a savings account, or invest it? I want to set… Read more »
Read More
Dear Kim, I’m getting older and want to do more things with my money. I don’t want to wait until retirement because by then I might be too old to really enjoy the things I want to do now. Is there a… Read more »
Read More
Dear Kim, Growing up, my family didn’t have much money. I never really learned how to save and didn’t know what investing was until I got to college. I’ve since married into money (and also have a successful business on the side),… Read more »
Read More
This week’s question for Kim: “I’ve recently started a new job where I make good money. In fact, I’m making the most I ever have. I want to save, but I don’t know where to start. I want to invest, but I’m… Read more »
Read MoreInvestment 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.