Kimberly Foss CFP CPWA

Kimberly Foss CFP CPWA

Financial Advisor and Wealth Management – Roseville CA

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HOPIUM

A Bright Outlook Helps Retirement Planners Shine

A Bright Outlook Helps Retirement Planners Shine

Don’t blame clients for thinking that saving for retirement is all work and no play. Consider advisers’ common initial feedback to prospective clients: “You are not saving enough.” “Your portfolio isn’t diversified enough.” Click here to read this article

Kimberly Foss July 16, 2016December 12, 2016 Articles - 2016, Featured front page, HOPIUM Read more

Don’t Leave Your Retirement to “Hopium”

http://kimberlyfoss.com/wealthadvisor/wp-content/uploads/2013/05/usatoday9-2014.pdf usatoday.com, Sept. 24, 2014 Rodney Brooks of USA Today turns to Kimberly Foss, CFP, president of Empyrion Wealth Management, for insight on dealing with unexpected retirement. Foss says the most important thing is to be realistic and proactive in

Kimberly Foss December 12, 2015December 12, 2016 HOPIUM Read more

Fox 40: Finance Hopium Addictions

Fox 40:  Finance Hopium Addictions

Hopium in financial planning

Kimberly Foss June 23, 2015December 12, 2016 Current Media Appearances, HOPIUM Read more

Buried in Jargon? Try This Straight Talk

For sheer intensity of jargon, our industry may be rivaled only by the legal profession. As financial advisors, we seek to add alpha and mitigate risk by placing clients optimally on the efficient frontier. We worry about the inverse relationship

Kimberly Foss April 12, 2014December 12, 2016 HOPIUM Read more

Kimberly Foss, on Preparing for an Inevitable Market Downturn

I’m not sure this current market growth is sustainable. With interest rates so low, we know inflation will come back at some point. When it does show its ugly head, it’s going to be fast and furious, and advisers need

Kimberly Foss April 12, 2014December 12, 2016 HOPIUM Read more

Current Question:

How much more would I get in social security benefits if I delay in collecting?

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