“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.
Life Insurance: Needs vs. Wants
In her latest Coffee with Katie episode, Katie Brown discusses four reasons why people invest in life insurance: Either to meet a distinct set of needs such as income replacement and liquidity, or to satisfy certain wants, such as legacy planning and a way to offset estate taxes. She explains the important role life insurance can play in a financial plan and why the bare minimum may not be enough.Show More
Life Insurance: Needs vs. Wants
In her latest Coffee with Katie episode, Katie Brown discusses four reasons why people invest in life insurance: Either to meet a distinct set of [...]
Investing Basics Part 3 - Asset Allocation
The third and final episode of this Coffee with Katie Investing Basics series discusses asset allocation. Katie Brown reviews the importance of [...]
Investing Basics Part 2 - Stocks vs. Bonds
In the second episode of this Coffee with Katie Investing Basics series, Katie Brown discusses the high-level differences between a stock and a [...]
Investing Basics Part 1 - Building a Foundation
Katie Brown's latest Coffee with Katie video series on investing basics takes you through the steps of preparing to invest, types of investments, [...]
Roth IRA Accounts and Roth Conversions
Katie Brown follows up on her 2021 retirement account update with a look at Roth IRAs and Roth accounts. In this Coffee with Katie episode, she [...]
2021 Retirement Contributions
In this episode of Coffee with Katie, Katie Brown provides an update on retirement contribution limits for 2021. She explains the limits for [...]
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