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Blog

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Kim Carroll | Jul 20, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Close-up image of an elderly hand being held by a younger-looking hand
Kim Carroll | Jul 6, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Digital art of a lawyer standing next to a large document and gavel.
Kim Carroll | Jul 1, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Kim Carroll | Jun 15, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Image of a sailboat sailing on a lake, with cloudy weather above.
Kim Carroll | Jun 1, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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gold and silver round plate by Obi - @pixel8propix courtesy of Unsplash.
Kim Carroll | May 25, 2024

Unmasking Financial Superpowers: Which Hero Resonates with Your Financial Journey?

Financial Strategies
Finance
If you could pick a team of superheroes to guide you through your financial journey, who would you pick? They all bring different skills to the table, and
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Toddler standing at the bottom of a stone staircase
Kim Carroll | May 18, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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person holding glass jar by Javardh courtesy of Unsplash.
Kim Carroll | May 11, 2024

Dare to Dream

Finance
Financial Freedom
Goal Setting
Goals
Have you always wanted to travel the world, own a house right on the ocean, or start your own business? No matter what ambitions spark excitement in you
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Kim Carroll | May 4, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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pie on white ceramic plate by Diliara Garifullina courtesy of Unsplash.
Kim Carroll | Apr 20, 2024

Slice of Pie

Opportunity
Pie
Fulfillment of Life
Goals
How much pie is too much pie? The answer - there's no such thing! The PIES the limit!
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Older couple embracing on a boat overlooking a body of water
Kim Carroll | Apr 20, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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football game photo during daytime by Riley McCullough courtesy of Unsplash.
Kim Carroll | Apr 6, 2024

Winning at the Game of Life

Financial Strategies
Money
Finance
Put me in coach! I'm ready to learn how to play the money game!
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Contact

Office: (412) 922-4360 ext 12
Cell:  (412) 865-5223
Fax: (412)921-3990
kim.carroll@aicinvest.com

   

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Address

7 Parkway Center, Suite #650
Pittsburgh PA 15220

*Kimberly Carroll, CRC and Carl Buzzeo CRPC offer products and services using the following business names: Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services | Ameritas Financial Services of Western PA - insurance and financial services. AIC and AAS are not affiliated with Ameritas Financial Center of Western PA or any other entity mentioned herein. Products and services are limited to residents of states where the representatives are registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

© 2025 Kimberly Carroll, CRC | Ameritas Financial Services of WPA All rights reserved.