“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.
Coffee with Katie - Social Security Adjustments
Katie Brown rounds out her Coffee with Katie series on Social Security with a discussion on what factors could impact your benefit amount. Specifically, she addresses those who continue to ...work after electing to receive their benefits and the dollar adjustments made accordingly. Importantly, she notes the difference for individuals who are under their "full-retirement age" according to SSA.
Kathryn M. Brown is a Certified Financial Planner™ with over 17 years of experience serving families as a financial advisor. Katie created Coffee with Katie as a way to simplify the financial planning conversation.
Important Disclosures - https://www.mortonbrownfw.com/important-disclosures/[+] Show More
Kathryn M. Brown is a Certified Financial Planner™ with over 17 years of experience serving families as a financial advisor. Katie created Coffee with Katie as a way to simplify the financial planning conversation.
Important Disclosures - https://www.mortonbrownfw.com/important-disclosures/[+] Show More
Coffee with Katie - Social Security Adjustments
Katie Brown rounds out her Coffee with Katie series on Social Security with a discussion on what factors could impact your benefit amount. [...]
Coffee with Katie - Social Security Survivor Benefits
Katie Brown continues her latest Coffee with Katie series on Social Security Benefits with this review of survivor benefits. She reviews how [...]
Coffee with Katie - Social Security Election Timing
In her latest Coffee with Katie series, Katie Brown shares some of the more common questions she hears regarding Social Security benefits. In [...]
Coffee with Katie - Tax and Contribution Reminder
Katie Brown provides a quick update on 2021 tax filings and contribution limits in this special episode of Coffee with Katie. She highlights some [...]
Coffee With Katie - Revisiting Your Balance Sheet
In her latest Coffee With Katie episode, Kathryn Brown discusses the importance of maintaining and consistently reviewing your personal Balance [...]
Coffee With Katie - Return on Life
In this episode of Coffee with Katie, Katie Brown challenges the conversation about money to expand it past its traditional return on investment, [...]
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