Financial Professional at Lifetime Financial Growth
With a dynamic career spanning insurance, finance, and sales, Kimberley brings over 20 years of experience helping individuals, families, and business owners navigate some of life’s most important decisions. Her career began as a Senior Sales Representative, where she specialized in servicing and expanding client accounts, identifying market trends, and delivering solutions tailored to customer ne
12/30/2024
Yes, we’re all excited about the new year ahead. But before saying Happy New Year, let’s take a moment to celebrate the opportunities we made the most of in 2024. What was your big financial win? Let me know in the comments.
12/24/2024
Chief Investment Officer Brent Schutte discusses what the Fed’s latest forecasts could mean for an economy in need of more balance.
Markets Take a Breather as Fed Forecasts Call for Fewer Rate Cuts The Fed slashed in half its forecast for rate cuts last week. What will it mean for the economy going forward?
Every holiday season, there’s that one gift. The "IT gift”, that everyone wants. Well this year, let’s make the "IT gift" a gift that keeps on giving. Let’s make a financial plan that helps you afford many more years of “IT gifts."
12/17/2024
Chief Investment Officer Brent Schutte discusses what the latest inflation data means for the Fed and what ripple effect it could have on an economy in need of balance.
Markets Take a Breather as Inflation Progress Slows Pockets of sticky inflation are unlikely to prevent the Fed from cutting rates this week. But could they prevent the economy from broadening?
12/16/2024
Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how it works.
How Much Do You Know About Whole Life Insurance? Whole life insurance can play an important role in your financial plan. It’s one of the most flexible financial tools available for you—able to help you with many financial goals.
Life is full of surprises. And whether it’s six inches of fresh powder overnight or a financial opportunity, it pays to be prepared. Let’s make a plan that has you ready for whatever, whenever. Reach out anytime.
12/10/2024
Chief Investment Officer Brent Schutte looks at the watch points the Fed needs to consider as it fine-tunes its rate-cutting plans.
Wall Street Cheers the Latest Jobs Numbers Headline employment boosted soft-landing optimism, but a closer look highlights the challenges that remain.
12/10/2024
Your health insurance can impact your financial plan as a whole. I’ll show you how.
What to Know Before Open Enrollment It’s a good idea to take the time you need to understand this annual process so you can make the best health coverage choices for you and your family.
Getting good at holiday budget bingo takes skill, stamina, and resilience. But mostly, it takes planning—financial planning. So if you want to worry less, knowing you have the fun stuff covered, let’s make a plan. Reach out anytime.
12/02/2024
If you’re retired, here are a few things to think about before the end of the year to keep you and your money on track.
Your 2024 End-of-Year Financial Moves in Retirement Now that you’re tapping into your nest egg, it’s important make sure your finances and retirement plans are still on track. Here’s an end-of-year financial checklist for retirees.
11/26/2024
Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performance going forward.
Markets Regain Some Balance; Will the Economy Follow? Market performance is becoming more balanced. Can economic growth follow the same path?
