Mar 31, 2023
Jackie Cummings Koski has overcome poverty, divorce, and the struggles of single motherhood. Yet, she was able to retire from her corporate job of 20 years in 2019 at the early age of 49! That whole time, she’s made less than six figures.
Jackie sits down with Stephanie and Kevin to discuss how she overcame those...
Mar 15, 2023
In financial planning, the big question that we’re trying to answer is how to put a client’s resources to work in a way that gives them the best chance to meet their goals—their financial wants and needs—for the rest of their lives.
To accomplish this, there are a lot of factors we have to guess at: How much...