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1640 East 94th Street
Brooklyn, NY 11236

Kim Bourne

(718) 629-5898

 
 


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.

 

Helpful Content

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

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