“Making Money” Is Not An Investment Goal
Even if I didn’t look at my computer or CNBC I’d know that the stock market was trending higher. How you ask? Simple. The lack of calls from clients in a panic or with volatility concerns. In fact, they rarely... Read More →
Time To Spring Clean Your Finances
Every time the weather starts to get better or the sun shines a little more, we all start spring cleaning projects around the house. That might start with planting or just cleaning out the garage. Why are our finances any... Read More →
How To Easily Destroy Your Net Worth
Some of you may be wondering what the heck is net worth? Net worth is a financial planning term that is really my top measurement for personal wealth. I review it every time I meet with my planning clients. So... Read More →
Five Marital Money Mistakes Couples Make
During my last blog brain storming session, I was trying to think of a financial subject that I had not written about before. Several things came to mind, but the emotional subject of money and marriage stuck in my mind! Most of... Read More →
Do I Need A Living Trust?
Living Trusts are a common estate planning tool. The Living Trust’s primary purpose is to avoid the costs of probate and keep the deceased’s affairs private. Most people want the money that they’ve worked hard for all their lives to... Read More →
My 2013 New Year’s Financial Resolutions
Over the coming weeks you will hear literally dozens of predictions and New Year’s resolutions. This is usually a time where everyone looks back and says, “Wow what a year”, or “Wow what a crappy year”. Hey, don’t feel bad,... Read More →
Behind On Retirement Saving? Here’s What You Can Do
Most people when they reach age 50 can see the retirement light at the end of the tunnel. They start to think about all the things they’ll be doing when they stop working. Unfortunately, many people have not saved enough... Read More →
How to Avoid the Gift Tax
I love getting gifts. Even better the gift of currency, cash, dead presidents, greenbacks….well you get it. Investors want to know how they can pass money to their children and heirs and avoid the dreaded Gift Tax. Well, you can.... Read More →
Why The Election or The Fiscal Cliff Shouldn’t Change Your Financial Plan
I’m currently meeting with clients and doing year-end portfolio reviews and plan updates. Since the election is over and The Fiscal Cliff is looming, it seems everyone wants to know what they should do before the end of the year?... Read More →
6 Cool Money Moves to Make This Fall
It’s definitely fall in Kentucky! I was sitting after work watching my youngest son at football practice and noticed the extra “nip” in the air. Also, I noticed my neighbors have fall decorations at their homes in the last couple... Read More →