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
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The History of Retirement
Do you know where the idea of “retirement” comes from?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
View all articles 
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
View all presentations
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?