Kalie Knows Resources

**NEW** - 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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