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Saturday, December 9, 2017

When you watched the New Year’s Eve countdown and raised your glass to 2017, did you make any resolutions to put your finances first this year? If so, you’re not alone. Finance-related resolutions are the third most popular...

 

Thursday, November 16, 2017

Happy Thanksgiving to you and your family! I want to take a moment to thank you for an amazing year in 2017. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously....

 

Thursday, November 16, 2017

There are a lot of perks that come with spending a lot of time at a company like Intel or Nike. One that you’re probably very familiar with is company stock. If you’re in upper management, you have seen your fair share of...

 

Friday, October 13, 2017

At Kimsa Total Wealth, I’ve spent years focusing my career on helping people who are making a significant transition in life—from selling the family business to diversifying two decades of concentrated stock positions. As a...

 

Tuesday, September 19, 2017

Risk is everywhere, every day. But when it comes to your money, taking on too much risk can mean not reaching your goals. While there are some things we can’t control, such as natural disasters and political scandals that cause...

 

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Tuesday, September 12, 2017

If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent Equifax Data Breach. If you have been affected, it’s important to be...

 

Tuesday, September 12, 2017

Downsizing has become the norm as companies desperately try to keep up with technological advances and changing markets. Intel fell prey to this trend in 2016, eliminating 15,000 jobs worldwide. (1) Unfortunately, the layoff spree is...

 

Monday, June 5, 2017

In March, we discussed six milestones that require a financial advisor. But is a financial advisor worth it? You’re smart, so you could get online and learn about finance for yourself. What will a financial advisor actually do...

 

Monday, May 22, 2017

We all have one. It’s the place in the house that inevitably becomes a catch-all for every random thing that comes in the door. Whether it’s the built-in desk in your kitchen or you are more traditional with an actual...

 

Monday, May 15, 2017

This year’s tax season may be over, but it’s not too early to start planning for next year! Tax season is usually not everyone’s favorite time of year, but taxes are a necessary evil we must face. Many people...

 

Monday, May 8, 2017

The most popular college savings vehicle is the 529 plan. By the end of 2015, there were 12.5 million active 529 accounts in the US.(1) And they continue to grow in popularity. But is a 529 plan really the best way for you to save for...

 

Tuesday, April 11, 2017

What is it that motivates you to work so hard? Do you slave away just to pay the bills, do some fun things, put a bit aside for the future, and call it a day? Most of us just want to have “enough.” Enough to do what we want...

 

Friday, March 17, 2017

A financial advisor is incredibly valuable when it comes to handling your everyday money concerns and helping you planning for your future. But at the same time, there are milestone life events that can dramatically alter your...