Kalie Knows Resources

**NEW** Ten things you can do to avoid scams and fraud. Read More



Four steps to successful investing. Read More



Tax law changes: What happens in 2024 and beyond? Read More



Staying focused on what’s important in the new year – steps to take to help prepare for the year ahead. Read More



Wells Fargo Investment Institute 2024 Outlook – A pivotal year for the economy and markets. Read More



What are some simple ways to improve your work-life balance?. Read More



Important information for charitable organizations regarding qualified charitable distributions (QCDs). Read More



Giving well_ How can my philanthropy be more focused and fulfilling. Read More



Teaching Kids about money - one of the best gifts you can give your children. Read More




Wells Fargo Investment Institute - 2023 Mid Year Outlook - Navigating end-of-cycle turbulence. Read More



Retirement income planning: 5 actions to consider - Read More




Traditional and Roth IRA Overview


SECURE Act 2.0: What you need to know about new retirement savings and distribution rules - Read More



Charitable Giving Techniques - Read More

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Kalie Baucom, Financial Advisor

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