Kim Scott and Derek Kravitz discuss smart goal setting in our first 2021 edition of Technical Tuesdays. SMART Goals Transcript Derek Kravitz: Hi everybody. Welcome to another Technical Tuesdays
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Kim Scott and Derek Kravitz discuss what a stock split is and what it does, as well as share some recent examples. STOCK SPLITS TRANSCRIPT Kim: Hey, everyone. Welcome to
Kim Scott and Derek Kravitz discuss the importance of estate planning and the various documents that are part of that process. Estate Planning Transcript Derek: Hi, everybody. This is
Kim Scott, Director of Financial Planning, and Derek Kravitz, Investment Analyst, share a little about themselves and tell us why they chose to get into this industry. Why This
In this edition of Technical Tuesdays, Kim Scott, CFP®, Director of Financial Planning, discusses the Secure Act which was passed into law at the end of 2019. The Secure Act
Bid adieu to stretch IRAs! A new tax law was passed at the end of 2019 that removed this strategy for passing on your IRAs to the next generation while
In the final edition of our Social Security series, Kim Scott provides useful information for widows and widowers. Social Security for Widows Transcript Welcome to Technical Tuesday with Financial
In this edition of our Social Security series, Kim Scott provides information on benefits for people who are divorced and shares some strategies. Social Security for Divorcees Transcript
ETFs may sound like aliens from the “Star Wars” movies. But they’re actually an increasingly popular investment that offers several potential benefits to investors. The acronym stands for exchange-traded fund.
Continuing our discussion on Social Security, Kim Scott dives into the basics for married couples. What options do you have? What is the appropriate time frame for taking benefits?