Kimberly Foss meets with Fox40 to discuss how to save with the Budget Bucket System. Everyone of any type of wealth needs to work on a budget. Using this bucket system will help you allocate your savings in the right
Worried about your own savings while taking on the role as caregiver? Kimberly Foss explains how to best protect retirement savings while tending to an aging parent. Helping Women and Families Plan for Retirement While Caring for Aging Parents
When should you teach your children about money? Focus on instilling financial literacy from a young age to better set children up for success. Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis
Kimberly joins Fox40 to discuss the recent Equifax Data Breach.
As the fallout from the Equifax data breach grows, people are increasingly looking at the company’s CEO. For many, the question is not whether Richard F. Smith, who has led Equifax since 2005, will step down, but when. Is Equifax’s
What does wealth mean to women? Kimberly Foss gives her take on why wealth is more than the ability to buy material goods and but is more about accessing intangible effects. http://gantdaily.com/2017/09/06/what-wealth-means-to-women/
Kimberly Foss discusses her standout career and focus on aiding women in transition. https://www.wsj.com/articles/a-focus-on-women-in-transition-1504723170
Kimberly Foss joins FOX40 to discuss investing in a ROTH IRA. Kimberly points out five good reasons to invest in a ROTH IRA verses a traditional 401k
Kimberly Foss discusses the importance of teaching children about money. “If we want our kids to avoid the mistakes we made, we need to teach them some basic guidelines, because they aren’t going to learn them in school,” she says.
If your parents occasionally gift you money, you may consider yourself fortunate. But for parents whose savings likely took a hit during the Great Recession, even a couple thousand dollars a year could contribute substantially to their retirement. In fact,
Having divorced parents can be challenging, and getting engaged (and planning a wedding!) can bring up all sorts of complications you may not yet have faced. It’s an emotional time for everyone involved, and wedding planning also includes a lot
Getting read to retire? Kimberly Foss joins FOX 40 to offer tips on PreRetirement Do’s and Do Not’s.
When strapped for cash, Americans aren’t making sound choices about their bills. Americans are paying their bills all wrong. There is a right and a wrong way according to Kimberly Foss. Kimberly offers advice about prioritizing bills and provides tips
Kimberly Foss provides tips on negotiating lower rent prices. “Most important of all — communicate early and often. If you wait until the day before your lease is up, your bargaining position is severely limited,” says Foss. Click Here to
Kimberly Foss discusses how parents should be building their retirement savings before saving money for their kid’s college fund. “Your kids can always find some way to get loans for school, but no one but you is going to finance
Kimberly Foss of Empyrion Wealth Management joins Neil Cavuto show on Fox News to discuss Cost of Freedom: Is Health Care a Right?
Kimberly Foss is featured in an article about the best time to put money in an IRA. She notes that her number one piece of advice for IRA investors is to make contributions every year of eligibility, and explains how
Kimberly weighs in on the Fed and interest rates during an appearance on the “The Intelligence Report.” Discussing the rate hike, she notes that it is a positive for the markets – adding that fundamental growth is good for the
Kimberly Foss discusses the ABCs of retirement planning, including thinking about objectives and dreams in retirement, creating a plan and setting aside funds for emergencies. The ABC’s of Retirement Planning
Kimberly Foss discusses what her female clients need to know about planning for health care in retirement and when they should consider long-term care insurance. “Age, health history and family support are all factors in deciding whether long-term care insurance
Kimberly Foss joins Your World with Neil Cavuto on FOX News to discuss the surging market now that President Trump is in office.
Kimberly Foss bylines an article for NextAvenue on ways women can cut long-term care insurance costs, including talking to an advisor about options, reducing the risk of premium hikes, opening a Health Savings Account, etc. Click Here to Read this
Kimberly Foss discusses why oil, telecoms and REITs may stand to benefit in 2017, as investors still need income from dividends. She also notes how the changing political landscape may also help. Click Here to read this article Download article
In an article discussing CD ladders, Kimberly Foss notes that they work best for conservative investors or those in need of a conservative portion of a diversified income portfolio. She will use them, for example, for a widow who has
Kimberly Foss gives valuable tips for 2017 financial resolutions.
Kimberly Foss highlights some of the biggest retirement saving mistakes to avoid, including overestimating wage-earning years. Kimberly notes that some workers insist they will work until age 70, so their nest egg has more time to grow. Trouble is, that’s
Target-date funds have been pitched and sold to investors as the “be all, end all” for retirement investing. They may not be all they’re cracked up to be, though.Kimberly Foss discusses why millennials should steer clear of target date funds.
Kimberly joins as a panelist to give her feedback on the Fed raising their rate by 25 bps. What should we expect to happen next?
Amid recent market volatility, Kimberly Foss reminds investors to focus on asset allocation and diversification. “Investing is a long-term endeavor: Stay diversified and stay the course,” she says. Click Here to Read this Article Download Hardcopy
Kimberly Foss weighs in as a panelist on Fox Business Network’s “The Intelligence Report” with host Trish Regan immediately following the Federal Reserve’s November meeting to discuss the potential impact of the upcoming presidential election on the markets.
Divorce is difficult at any age, but when it involves the division of a lifetime’s worth of assets – multiple properties, retirement funds, and investment accounts – it can seriously undermine the economic well-being of both parties involved. https://www.massmutual.com/individuals/educational-articles/severing-the-knot-after-age-50 Download
In an article discussing why it’s important for retirees to maintain solid credit ratings, Kimberly Foss notes that even high net worth individuals need solid credit scores to benefit from financing big purchases, like a new car, so they can
Kimberly Foss offers insight on the sensitive subject of lending money to family and friends, recommending a notarized loan document as one way to increase the chances of being repaid. Click Here to Read this article
What do you need to do to get ready for retirement. Kimberly Foss offers get tips to prepare for this big time in your life.
Kimberly Foss joins CNBC’s “Closing Bell” to weigh in on what she expects from the Fed at its upcoming meeting, the sectors she’s focusing on to generate fixed income for her thriving retirees, and whether current controversial headlines will affect
Nerdwallet.com Going through a divorce may be difficult, but closing a joint bank account doesn’t have to be. Kimberly Foss suggests opening a new account in your name first, then closing joint accounts together and in person if possible. Click
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 joins Fox Business Network’s “The Intelligence Report” with host Trish Regan to discuss record-breaking S&P 500 highs, the Federal Reserve’s next moves, and the market landscape following Britain’s exit from the European Union.
Kimberly Foss appears on FOX Business with Trish Regan to discuss Great Britain and their recent vote to leave the Euro.
Start planning for college expenses. Find out what you can use your 529 savings account for. Click Here to read this article now
After you confirm that your Social Security check is accurate, it’s time to budget it properly. Read this article to know the proper steps to take. Click here to read this article now.
Kimberly Foss appears on CNBC, to discuss value stocks and the real estate sector, as well as the potential Fed rate increase in mid-June.
The decision on when and what type of LTC insurance to buy is deeply personal and must be made based on a client’s finances, health and long-term goals. Kimberly Foss discusses these options in Financial-Planning.com article “Broaching the LTC Insurance
Kimberly Foss is a guest on Real Money with David Holland. Kimberly discusses the advantages of ROTH IRAs.
There was a time not too long ago when talking about women and credit cards would evoke images of fashion divas wielding their plastic to fuel their designer shoe obsession. That stereotype may be due for a makeover as new
For many advisors, time management poses an ongoing challenge. And that’s without the allure of attending conferences. Kimberly Foss weighs in on the subject and offers her advice. Read more on this topic with Morey Stettner’s article. Click Here now
Money has continued to flow into municipal bonds, a market dominated by individual investors. Read Kimberly’s comments in this nytimes.com article by Paul Sullivan. Click Here to read this article now
With tax season at an end, many small businesses assume that the worst of their IRS filing worries is over. However, a handful of business owners still have one more battle to fight: the dreaded tax audit. How to Handle
The Department of Labor released a significant change in the retirement and IRA marketplace requiring fiduciaries to act in a client’s best interest when giving retirement investment advice. The final rule treats persons who provide investment advice or recommendations for