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New York, NY 10002
(718) 629-5898

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Brooklyn, NY 11236
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The Cycle of Investing

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

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

And the Executor Is

And the Executor Is

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


What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Contributing to an IRA?

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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