Ask Kim

Dear Kim, I’m a single female in my mid-fifties.  While I’m in good health now, I know that may change as I continue to age.  What are some tips you have for how I can financially prepare for any health changes that… Read more »

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 »

Dear Kim,  How can I save up enough money to take a dream vacation? When I say dream vacation, I want to visit Greece and go on an excursion throughout the country. I am 40 now and my goal is to take… Read more »

Dear Kim,  Everyone is jumping on the budgeting and financial planning bandwagon and I wanted to ask you what is a realistic budget for a single woman? I always hear that you need to spend a percentage of your check on rent/house… Read more »

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 »

Dear Kim, I have a 21 year old daughter who has lived with us through college but she is ready to spread her wings and move out. She is pursuing jobs in her field of study, which was photography, but is still… Read more »

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 »

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 »

Over the next few months, I’m going to attempt to tackle some difficult subjects relating to your finances. Please let me know if there are topics you’d like to learn more about. This first one is about your relationship with money and… Read more »

Women are frequently the last remaining member of their generation. That means they have the final say as to the disposition of their wealth and it is often a burden to them. I’ve had more than one client tell me that having… Read more »

Let’s begin this discussion with a simple illustration. Women think of money as a pond, men view it as a river. Women believe that the money they have currently is all they will ever have, men see it as ever replenishing itself.… Read more »