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4 Pillars of Personal Financial Success

We used to think of financial success as a three-legged stool: Pensions, government benefits like Social Security, and personal savings.  Today, pensions for many of our clients are rare, and government benefits have the potential to diminish as a percentage of...

A Helpful Checklist When Preparing for Medicare

By Joni Lindquist If you’re within a year of turning 65 – the age when Medicare coverage generally kicks in – it’s a good idea to begin gathering informational resources and educating yourself about your coverage options.  On any given day,...

Cyber Security Series: Cyber Shopping

‘Tis the time of year for holiday shopping, and for most of us, that means online shopping.  According to DomainTools, 92 percent of Americans shop online – and nearly 50 percent shop for Cyber Monday deals.  Unfortunately, this is also the time of year when there is...

Got Financial Fears? 3 Ways to Calm Them

By Patrick Amey According to a recent study by Northwestern Mutual, 85 percent of American adults suffer from financial anxiety.   Unexpected expenses cause the most concern, everyday costs are a close second, followed by the fear of not being able to retire.  While...

Equifax Data Breach Update

KHC Wealth Management has put together a list of things you need to know and actions you can take to protect yourself: How do I know if I am affected by this breach? You can find out whether your information was breached at this site that Equifax created:...