The numbers can be eye-popping. Even amid the pandemic (in some cases because of the pandemic), many businesses are experiencing record valuations. READ MORE >
What every woman over age 50 going through divorce needs to know to take control of her financial future By Kelly Pedersen, CFP®, CDFA As a Certified Divorce Financial Analyst […] READ MORE >
Another shot at happily ever after: financial advice for women who plan to remarry By Kelly S. Olson Pedersen, CFP®, CDFA More and more of us are walking down the […] READ MORE >
What is a ‘personal CFO’? 6 reasons why you need one By Kelly S. Olson Pedersen, CFP®, CDFA Does this sound familiar? Your taxes have become mind-boggling complicated. You are […] READ MORE >
Staying Calm During Market Ups and Downs When we react emotionally to the market, the emotions that typically rule our decision-making are fear and greed. Over the last month, we […] READ MORE >
Financial Planning During COVID-19 The COVID-19 pandemic has brought a tremendous amount of fear into the stock market. But strong financial planning can help mitigate anxieties. Our founder and CEO, […] READ MORE >
How Investors Can Respond To Covid-19 Events are being canceled, people are staying home from work and the stock market is incredibly volatile. The coronavirus is having widespread economic implications. […] READ MORE >
Coronavirus and the Stock Markets Executive Summary (details following): The Coronavirus has halted consumers as large events are being canceled, people are staying home from social functions and sick days […] READ MORE >
Tips for Charitable Giving with the 2018 Tax Bill There have been big changes in how people are now giving to charities. The tax bill that was passed in December […] READ MORE >
Is the Next Recession Approaching? Kelly Shares Insights on KARE 11 Americans have been bracing for the next recession, but it might not be imminent. Kelly stopped by KARE 11 […] READ MORE >