Meet Molly Cusumano, Associate Financial Advisor

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.

2020-04-07T12:53:26-04:00April 6th, 2020|

Rethinking Diversification

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 [...]

2018-05-30T15:16:58-04:00May 30th, 2018|

5 Good Money Habits to Boost Your Retirement Savings

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 [...]

2019-05-28T10:45:20-04:00September 29th, 2017|