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4 Years of Blogging – A Recap

By Joni Lindquist Happy Birthday KHC Blog!  Along with celebrating our 20th anniversary as a firm, this year also marks KHC Wealth Management’s 4th year of our blogging at kcfinancialplanning.com! We launched our blog on May 20, 2013 to help educate the community...

Which Comes First: Saving for Retirement or College?

By Patrick Amey This topic is often fraught with emotion.  If you are like most parents, you will wrestle with this question: which is more important – my own retirement or my child’s education? And as you think about that question, you may be worried:  Shouldn’t I be...

When to Call your Financial Planner

By Patrick Amey Most of us go to see professionals when we’re in trouble or during times of crisis. If you think about it, we go to the doctor when we’re sick. We see a lawyer when we have a pending legal issue, and we seek out a therapist when we’re feeling...

Making the Most of Stock Options

By Patrick Amey If you work for a company whose share price is trending up, and whose management favors incenting and rewarding employees with stock options, you might be in an enviable position. Although the use of options as a factor in compensation packages has...

What to do When a Spouse Passes Away

By Joni Lindquist When you lose your spouse, evaluating your finances likely takes a back seat to more pressing concerns. But even amid the grief that accompanies the death of a loved one, it is important to assess your financial situation to avoid making any rash...