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Scuba diving at Molokini Crater off of Maui, August 2014. Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Looking forward to retirement?

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Scuba diving at Molokini Crater off of Maui, August 2014. Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Looking forward to retirement?

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Home | Kimberly Barentsen | kimberlybarentsen.com Reviews

https://kimberlybarentsen.com

Scuba diving at Molokini Crater off of Maui, August 2014. Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Looking forward to retirement?

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Estate | Kimberly Barentsen

http://www.kimberlybarentsen.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Yours, Mine and ...

2

Weighing the Benefits of Prepaid Debit Cards | Kimberly Barentsen

http://www.kimberlybarentsen.com/resource-center/money/weighing-the-benefits-of-prepaid-debit-cards

Weighing the Benefits of Prepaid Debit Cards. In 2015, more than half of all Americans purchased a prepaid debit card for personal use, compared to just 19% in 2008.¹. There are reasons why you might consider using a prepaid debit card, including:. For individuals with poor credit, who may be unable to get a credit card, carrying a prepaid debit card means they don't have to carry cash. For individuals who have trouble managing their spending, prepaid debit cards can act as a restraint on poor habits.

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Insurance | Kimberly Barentsen

http://www.kimberlybarentsen.com/resource-center/insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Protecting Those Who Matter Most. The importance of life insurance, how it works, and how much coverage you need. Disability and Your Finances.

4

Lifestyle | Kimberly Barentsen

http://www.kimberlybarentsen.com/resource-center/lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. The market is as unpredictable as the weather. We’d love to help you prepare. Using smart management to get more of what you want and free up assets to invest. Making the most of surprises is a great reason to work with us.

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Glossary | Kimberly Barentsen

http://www.kimberlybarentsen.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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Kaiperm Diablo Federal Credit Union - Investments

https://www.kdfcu.org/Accounts/Investments.aspx

Apply for a Loan. We now have an appointed Financial Advisor to help you develop, manage, and maintain your money through investment services! Meet Kimberly Barentsen, Financial Advisor represented by First Allied Securities, Inc.* Email. Or call her office directly at 925.472.6871 to schedule your free financial assessment appointment today. For more information, visit her website: http:/ www.kimberlybarentsen.com. Variety of available terms. Fixed and variable rates. Minimum deposit of $500.00. Kaiser ...

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Home | Kimberly Barentsen

Scuba diving at Molokini Crater off of Maui, August 2014. Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Looking forward to retirement?

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