Ask Kim

Ask Kim: Defining Your Nest Egg

Dear Kim, It’s been a rough year for me with my investments.  I’ve used some of my savings for expensive home repairs and helped my son financially during a recent child custody challenge.  I’ve seen a 25% drop in my nest egg. … Read more »

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Perspectives

So What’s Your Plan for the Bear Market? David BoothExecutive Chairman and FounderJun 22, 2022 A lot of people are stressed out about a lot of things right now. Markets are down. Pricesare up for many of the things you need to… Read more »

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Ask Kim: Credit Cards 101

Dear Kim, Financial planning was never one of my strong suits and now, it’s gotten me into a financial bind. I don’t have a lot of credit card debt but what I do have, I see is hurting me. I began paying… Read more »

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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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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.