Managing your investments can be tough as there are many factors to consider…Do I hire an advisor? What type of advisor? What do I look for? Most financial advisors sound the same, so what is the difference and what should you...
Financial literacy isn’t something most people learned in school. For some, it’s wisdom built through trial-and-error. Some ideas are very simple: spend less than you earn; pay off credit cards in full on time every month; save some money for...
Before joining the Kotys Wealth Professional’s team earlier this year, Mark Rosinski spent five years working in various corporate finance and accounting roles, four of those years with NiSource in Merrillville. After earning his Certified Public...
Kotys Wealth Professionals hosted a glass blowing event for their Ambassador Club at Hot Shop Valpo, this past Thursday evening. The event was a way to share a meaningful experience with their clients, especially those who spread the word of Kotys...
With the large number of clients Kotys Wealth Professionals maintains and continues to accrue, Megan Myers’ role as Director of Client Relations is vital. Acting as the first point of contact between the Kotys Wealth team and customers, Myers has...
Choosing a financial advisor is an important decision, and you should treat it as carefully as you would any major decision. The choice to turn to a professional to help plan life’s financial trajectory shows a wise desire for preparation and...
For a financial planning business as accomplished and ambitious as Kotys Wealth Professionals, Operations Manager Jennifer Reed is a true asset. Every team member at the Fee-Only financial business takes pride in their customer-centric focus,...
The role of a financial advisor comes with a lot of responsibilty. Ryan Kotys, Financial Advisor for Kotys Wealth Professionals, summarized his job description in the clearest and most innovative way: “As an advisor, my goals are really to be...
Northwest Indiana is home to many generous people and organizations. In the business world, taking time from a work day to aid a community organization may not always be practical, but on Thursday, that didn’t stop the Kotys Wealth Professionals...
On Saturday, Kotys Wealth Professionals held a women’s self defense training class for clients, friends and others. The class focused on teaching the participants what they can do to increase their personal safety. Director of Client Relations...