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Kathy’s Blog

What you need to know about Estate Planning

                                       What you need to know about Estate Planning   It is a misconception that estate planning is only for those who …

Why Charitable Planning is important?

The Basics of Charitable Planning   When people are asked how they want their estate distributed at their death, many people mention giving to a charitable organization such as a school, their church or a favorite nonprofit. Without proper planning, …

Top 5 Financial Planning Resolutions for 2017

                                  Top 5 Financial Planning Resolutions for 2017     We are already one month into 2017, but I thought I would share 5 important …

This Time is Different – or Not?

  “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch As stock market volatility increases, investor emotions can start to get in the way …

Alphabet Soup, What the Heck is a CCRC?

The type of residence to live in during retirement is one of the major decisions one will have to make in the later years of life. There are many choices to consider – do you stay in the family home, …

How is wealth created?

As a Certified Financial Planner™ professional, I’m often asked by women how investments work, and why they should invest outside of a savings account. Without a clear understanding of why you should invest in a company in an attempt to …

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fish and Associates. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS compliance Department at 512-697-6000.

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