Staying Vigilant Against Diminished Capacity and Financial Exploitation
Elder financial abuse is a growing and underreported issue. In 2023 alone, older adults lost over $1.1 billion to scams, according to the Federal Trade Commission.
Summer Reading (and Listening) Picks from the Kimelman and Baird Team
Navigating Market Volatility: A Long-Term Perspective
5 Steps to Financial Confidence in 2025: Download Our Free eGuide
For Joyce Chan, It’s All About the Details
Nearly 20 years in, Joyce still thinks K&B is pretty cool. “We’re a boutique firm, so I have contact with everyone,”
How Nicole Wilson Grew into Her Role as Client Relationship Manager
I’m really excited to build out the team and think of new ways to be supportive to our clients.