Coffee With Katie

“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.

Tax-Loss Selling and Rebalancing - Coffee with Katie

In this Coffee with Katie episode, Katie reviews two things you or your financial advisor can do to be productive in a volatile market environment. Both tax-loss selling and rebalancing ...are active steps you can take in times of market uncertainty.

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.

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🗣 Connect with Katie:
Kathryn Brown on LinkedIn - https://www.linkedin.com/in/kathryn-m-brown/

Important Disclosures - https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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Tax-Loss Selling and Rebalancing - Coffee with Katie

In this Coffee with Katie episode, Katie reviews two things you or your financial advisor can do to be productive in a volatile market ...

In this Coffee with Katie episode, Katie reviews two things you or your financial advisor can do to be productive in a volatile market environment. Both tax-loss selling and rebalancing ...are active steps you can take in times of market uncertainty.

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.

📩 Subscribe Now:
YouTube - https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email Newsletters - https://www.mortonbrownfw.com/subscribe/

🗣 Connect with Katie:
Kathryn Brown on LinkedIn - https://www.linkedin.com/in/kathryn-m-brown/

Important Disclosures - https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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Social Security: Calculating Benefits - Coffee with Katie

Katie Brown rounds out her Coffee with Katie series on Social Security with a discussion on what factors could impact your benefit amount. ...

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

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Social Security Survivor Benefits - Coffee with Katie

Katie Brown continues her latest Coffee with Katie series on Social Security Benefits with this review of survivor benefits. She reviews how ...

Katie Brown continues her latest Coffee with Katie series on Social Security Benefits with this review of survivor benefits. She reviews how Social Security survivor benefits are calculated as well ...as eligibility requirements. Katie highlights a new rule on "deeming provisions" and how it could impact your future income stream.

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

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Social Security Election Timing - Coffee with Katie

In her latest Coffee with Katie series, Katie Brown shares some of the more common questions she hears regarding Social Security benefits. In ...

In her latest Coffee with Katie series, Katie Brown shares some of the more common questions she hears regarding Social Security benefits. In this episode, Katie provides insight into the ...timing of Social Security election with important considerations for maximizing benefits.

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

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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 ...

Katie Brown provides a quick update on 2021 tax filings and contribution limits in this special episode of Coffee with Katie. She highlights some important considerations for your 2022 contributions ...including limit increases.

Important Disclosures - https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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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 ...

In her latest Coffee With Katie episode, Kathryn Brown discusses the importance of maintaining and consistently reviewing your personal Balance Sheet. Making confident financial decisions starts with knowing what you ...own and what you owe. Katie challenges viewers to keep it simple because fewer moving pieces equals LESS STRESS.

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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