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Blog

Katy Brown-Thibodeau | Feb 7, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Katy Brown-Thibodeau | Feb 3, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Katy Brown-Thibodeau | Jan 31, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Katy Brown-Thibodeau | Jan 27, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Katy Brown-Thibodeau | Jan 24, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Katy Brown-Thibodeau | Jan 20, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Katy Brown-Thibodeau | Jan 17, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Katy Brown-Thibodeau | Jan 13, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Katy Brown-Thibodeau | Jan 10, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Katy Brown-Thibodeau | Jan 6, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Katy Brown-Thibodeau | Jan 3, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Katy Brown-Thibodeau | Dec 30, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Securities offered through Cambridge Investment Research, Inc. a Registered Broker/Dealer, Member FINRA /SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and KBT Wealth Solutions are not affiliated. Registered in the following states: FL, GA, IA, IL, KS, MD, MO, MS, NC, NY, OH, PA, SD, UT, VA, and WI. Insurance licensed in the following states: FL, KS,  MO, MS, NM, OK and WI.

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