Congratulations Kelly Stanley CFP® MBA on 5 Years With Cogent
Join us in celebrating with Kelly this important milestone in her career as we applaud her professionalism, admire her dedication and value her friendship.
10 Things You Absolutely Need to Know About Life Insurance
Life insurance is one of the pillars of personal finance, deserving of consideration by every household. And vital for most. Yet, despite its nearly universal applicability, there remains a great deal of confusion, and even skepticism, regarding life insurance.
4 Ways to Improve Your Family Finances Now
When living in uncertain times, it is critical to focus on things that really matter to you AND things you can control. Sit down with your spouse or partner on these 4 ways to better understand your financial situation.
Is Your Estate Plan Prepared for COVID-19?
Managing your financial affairs encompasses many aspects outside your investments. In light of COVID-19 it is essential to revisit your estate plan.
How to Avoid Scams and Protect Your Credit During the Coronavirus Pandemic
Scammers are taking advantage of the coronavirus (COVID-19) pandemic to con people into giving up their money. It can be even harder to prevent scams right now because people 65 and older aren’t interacting with as many friends, neighbors and senior service providers due to efforts to slow the spread of disease.
The Benefits of Goals-Based Planning
Which goal gets top priority? Every financial goal is a priority, but they don’t all have the highest priority simultaneously.