by Kim Peters | Jun 4, 2023 | Consulting, Lifestyle
Many people’s dream is building a lasting legacy by acquiring generational wealth so that their future generations can live comfortably. It’s impossible to guarantee that your future generations will face no financial issues, but at the very least they’ll have...
by Kim Peters | Feb 15, 2023 | Uncategorized
Starting this January 2023, about 70 million Americans will have an 8.7% increase to their Social Security and Supplemental Security Income (SSI) payments. This is about an average of $140 extra per month. “Social Security was never intended to be the only form...
by Kim Peters | Jan 15, 2023 | Uncategorized
January 2023 After more than a decade of strong returns across most asset classes, rarely interrupted by sustained declines, investments turned rocky in 2022. While in previous years markets did encounter their share of challenges, 2022 brought a new litany of...
by Kim Peters | Dec 28, 2022 | Uncategorized
When shopping for the holiday season, it’s easy to get wrapped up in deciding the perfect gift for your loved ones. One person on your gift list you may be forgetting about is yourself. Even if you find it difficult to take time for yourself, find a way to make the...
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