Kate Stalter

Kate Stalter is an investment advisor representative at Core Planning, where she works primarily with Gen X clients who are approaching the critical retirement-planning years.

She's been in the financial industry since 2000, after receiving her MBA from the Kellogg School of Management at Northwestern University. Before that, she worked as a business journalist and in business development at a tech start-up.

An Experienced Advisor and Journalist With over two decades of experience in both financial advising and financial journalism, Kate's perspective combines portfolio management with tax and insurance planning.

Her practice emphasizes helping clients navigate the complexities of retirement readiness, from investment strategies to Social Security decisions. A key part of her client work involves addressing the behavioral and emotional sides of money that are typically overlooked by financial advisors.

Before joining Core Planning, Kate built a career as a widely recognized financial journalist, with bylines at CNN, U.S. News & World Report, Morningstar Magazine, Investor's Business Daily, Financial Planning Magazine, and, of course, TheStreet Pro.

In 2014, she founded an investment advisory firm that grew from zero in assets to SEC registration of over $100 million in less than five years.

Kate enjoys breaking down complicated investment and retirement topics into plain-English insights that readers and clients can actually use. Financial jargon helps nobody!