Dealing with Student Loans, Rising Interest Rates, and Inflation

In this article for Advisor Perspectives, Kimberly talks about how advisors can guide their clients and their children as they start repaying student loans in this economic and interest-rate landscape. Read More
Advisors Can Help ‘Sandwich Generation’ Avoid Burn Out

The “sandwich generation” typically faces the highest risk of “caregiver stress” and associated burnout. In this Rethinking 65 article, Kimberly discusses how advisors can help “sandwich generation” clients avoid pitfalls that lead to poor health, higher stress, and increased potential for making poor financial judgments. Read More