Smart Choices that Enhance Our Lives
Faith, family, friends and prosperity are precious. How will we choose to strengthen them? How can we make our lives richer?
Kim Bourne helps people make smart choices about money - choices to enhance the quality of life, choices that help promote family security.
Learn more about Kim at this web site, and contact her today to plan wisely for your future.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding how a stock works is key to understanding your investments.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Tips to avoid checking in luggage on your next vacation.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are three things to consider before dipping into retirement savings to pay for college.
Making the most of surprises is a great reason to work with us.