07/15/2026
Today's presenter is Mei Carmer with Katterhenry Investment Group. Mei talked about a lot of the emotions that are involved in finance. From keeping a rigid budget to procrastination and even anchoring your opinions and decisions, these are all behaviors that a client can have that might prevent them from having a positive experience in the finance and stock market.
Mei also discussed about retirement. Planning for retirement is about more than investing—it's about building confidence for the future.
Since 1989, Katterhenry Investment Group has helped individuals and families pursue their financial goals through personalized retirement planning, wealth management, and long-term financial strategies. With a team of experienced advisors, specialized credentials, and more than $2.1 billion in assets under management, they're committed to helping clients grow, protect, and preserve their wealth for generations to come.
Learn more about how Katterhenry Investment Group can help you plan for what's next.
Help identify tax-efficient income sources to help preserve your savings. Building strategies for Social Security and Medicare to make the most of your benefits. If applicable, it's important to consider how executive stock options or corporate benefits may influence your plan.
