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Articles

Nicole Cole | May 25, 2023

Establishing Goals for Your Estate Plan

Finance
Estate
Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their
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Nicole Cole | May 25, 2023

Keeping it in the Family by Protecting Your Estate

Estate Planning
FINRA Reviewed
Insurance
Estate
An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a
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Child running on wooden bridge.
Nicole Cole | May 25, 2023

Planning your Estate

Estate Planning
Estate

Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in the background of our lives ominously

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Woman writing in a paper planner with a pen
Nicole T. Cole | Jul 7, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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