Molly joins our Kalsee Retirement and Investment Services team in a new associate financial advisor role. Molly comes to us with 12 years of experience in financial planning services and has earned various FINRA securities registrations, as well as health insurance and variable product lines certificates. She’s a graduate of WMU.
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, these common-sense tips can help.
Women tend to work less, earn less and live longer than men. That means they may need to invest more than men if they plan to retire. Join us for a complimentary seminar!
Rethinking Diversification In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. Join us for a no-cost, no-obligation informational seminar that can [...]
Understanding Medicare The A, B, C, & D of Medicare: Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: [...]
Income for Life... Funding 35-40 Years of Retirement If you live to 100, can you avoid outliving your money? Will you live to 100? Your odds of becoming a centenarian may be improving. Earlier this year, the Centers for Disease Control reported that the population of Americans aged 100 or older [...]
5 Good Money Habits to Boost Your Retirement Savings [Infographic correction 11/7/17] Think back to your most recent savings goal. How long did you have to save in order to reach it? Was it a concert ticket or some new shoes that took a few weeks of budgeting? Was [...]
Thursday, July 27th, 2017 from 6:00 - 7:00 pm at KALSEE Credit Union, 2501 Millcork Street, Kalamazoo. No cost for attendees!
Why an IRA Makes Good Sense Saving for the future while making the right choices today. Setting money aside for the future gets you a step closer to financial peace of mind. It may be hard to believe now, but retirement comes sooner than you think. And the sooner you start saving, the [...]
You might do some quick calculations with current interest rates and come to the sobering realization that the effects of saving your money aren’t as mind-blowing as you thought. Why is that?
How did you decide where to open your first bank account? Where did you learn to budget or pay bills? If you have a money question now, what do you do? Who do you turn to?
Budgets are like the New Year’s resolutions of personal finance. We all know we should have one and we all know it’s a fairly simple thing to follow — at least in theory. Like resolutions, we often map out personal budgets with the best of intentions, only to abandon them a couple of weeks later.