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 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.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.