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
If you are quitting your job or being laid off, should you roll over your 401k to another plan? Read Kimberly’s comments for advice!
Kimberly Foss – Why You Don’t Need to Fear Market Volatility – interview – Goldstein on Gelt
Kimberly Foss guest appears on FOX40 to give tips on how to pick a great advisor.
Kimberly Foss visits FOX 40 to discuss tax deductions that many overlook. Watch this entire segment prior to completing your taxes this year.
Considering a new Career? Many retirees are now going back to work in an area that they love and have never had the change to pursue. Before you reenter the work force, read these do’s and don’ts. Considering a New
Kimberly appears on CNBC, Closing Bell to discuss last weeks three day gain. Is the market oversold or overbought? Kimberly weighs in on this discussion. Kimberly says investors are confused because there are so many opinions out there. Kimberly believes
Kimberly suggests that couples start out with honesty by sharing each others credit reports. She also suggests paying an extra 10% on house payments to reduce the number of years to 20.
Married women need a stash of cash just in case divorce rears its ugly head, say financial advisors who specialize in divorce planning. Click to read article
Kimberly guest appear on FOX 40 to discuss maintaining discipline when facing financial trouble. Kimberly suggests to find a seasoned advisor to help create an investment strategy you can stick with.
FOX Business – Intelligence Report With Trish Regan 1/22/16, Kimberly guest appears with FOX Business to discuss the recent stock market decline. The decrease in oil prices have caused most of the downward trend. Kimberly states that there was a
True wealth-building has way more to do with the way you manage your cash than how much of it you make. Read Nancy Mann Jackson article featuring Kimberly Foss in Acorns.com.
Kimberly Foss joins Trish Regan of The Intelligence Report to discuss China’s stock market plunge on Thursday. Kimberly says to be cautious in the short-term but states that the plunge presents opportunities to buy stocks at cheaper prices.
Kimberly Foss joins Sac & Co. to discuss financial matters for 2016 and financial goals.
Kimberly Foss joins Neil Cavuto to share her opinion on the recent Bernie Sanders speech regarding wall street and banks.
Kimberly Foss offers suggestion in Rodney Brooks article for New Years resolutions. Washington Post
Kimberly offers money resolutions in CNN Money article by Kathryn Vasel. Applying these five resolutions will help you get your finances in order. Click here to read this article now.
Kimberly joins Fox Business, Varney & Co, to discuss stock picks that are value oriented. Kimberly likes Exxon and ATT. Both yield great dividends.
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
Real Money with David Holland – 12/3/15 from Kimberly Foss visits Real Money with David Holland to discuss the current economy. Kimberly gives her opinion on how to prepare for the up’s and down’s of the market.