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Mar 20, 17 •
347 Views •
Financial Planning, Life Planning •
Joni Lindquist •
No Comments
When you lose your spouse, evaluating your finances likely takes a back seat to more pressing concerns. But even amid the grief that accompanies the death of a loved one, it is important to assess your financial situation to avoid making any rash decisions in...
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Mar 8, 17 •
314 Views •
Financial Planning •
Stewart Koesten •
No Comments
If you or your spouse is eligible for a pension benefit, you must choose how to receive that money. Weighing the pros and cons of both options can leave the married retiree in a bit of a pickle, hence the “pension dilemma.” The two most common benefit...
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Jan 30, 17 •
409 Views •
Career Planning, Financial Planning •
Patrick Amey •
No Comments
Many companies offer employees a buyout package to encourage them to leave the company. This is generally done to encourage voluntary departures when the organization is looking to reduce headcount. These offers can cover employees across all levels of...
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Oct 19, 16 •
497 Views •
Financial Planning, Life Planning •
Patrick Amey •
No Comments
For today’s younger couples, taking a drive along the winding road of finances is a lot different than it used to be. There are so many choices—each one steering the young couple closer or further away from their goals. Hanging in the balance are two...
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Jun 20, 16 •
612 Views •
Career Planning, Financial Planning •
Stewart Koesten •
No Comments
What is a golden parachute? Golden parachutes are severance and other compensation agreements that protect key employees from the effects of a corporate takeover or change in control. Payments under golden parachutes are triggered by a change in ownership or...
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Apr 6, 15 •
1035 Views •
Financial Planning •
Joni Lindquist •
No Comments
What documents to keep, what to shred? Now that another tax year is wrapped up for those of us who did not file an extension; what better way to celebrate than to do some spring cleaning and get our personal documents in order? KHC is hosting a shred event on...
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Aug 11, 14 •
1761 Views •
Financial Planning, Life Planning •
Stewart Koesten •
No Comments
As comprehensive wealth managers, our firm’s advisors often guide clients on how and when to engage other professionals in their financial planning endeavors. Wealth managers, attorneys, tax professionals, insurance agents and others form a “team” to...
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Oct 23, 13 •
2398 Views •
Financial Planning, Life Planning •
Matt Starkey •
No Comments
According to the Census Bureau, more than 50% of the divorced males in the U.S. over age 50 and more than 40% of the divorced females in the same age bracket end up remarrying. We know there’s more to creating a union late in life than just blending...
