Why Do We Love March Madness So Much?
I’m sure a lot of you have spent a few hours watching college basketball this season. I know I have! It’s even more exciting in March during the NCAA tournament. So I wanted to switch things up and not talk... Read More →
Here’s How to Help Your Parents Financially
As our population ages, more and more adult children will probably have to help their parents out financially. This will put a strain on their own retirement plans. Some parents, including my own, would be offended by the prospect of... Read More →
Ooops! Spent Too Much On Holiday Gifts…Again
Why do we do it every year? Why do we overspend on friends and family during the holidays? Because it’s the most wonderful time of the year! I’d have to guess that it’s because you’re in a good mood and... Read More →
Why Thanksgiving is My Favorite Holiday
My favorite season is definitely fall here in Kentucky. There is so much to do around this time of year! In Lexington, football is in full swing. October ushers in horse racing at Keeneland, and our famous Kentucky Wildcats basketball... Read More →
Retailers Are Ruining Thanksgiving
Thanksgiving is my favorite holiday. I look forward to it every year. Unfortunately, starting this year I believe retailers are ruining Thanksgiving. Reasons Thanksgiving Is My Favorite Holiday First, it’s not about shopping for a gift. It’s not as commercial... Read More →
Happy Labor Day!
Late August for me means a couple of things. First, my wife and son have the same birthday, which coincidentally falls on Labor Day this year. It also signals the start of school, the unofficial end of summer and Labor... Read More →
Money Revelations from My Recent Vacation
Everybody loves taking a vacation. Me included! My recent vacation was a much-anticipated and much-needed one at that. However, this vacation was a little different. I actually got a few money lessons or revelations of my own. So I thought... Read More →
5 Financial Tips for Newlyweds
Wow! It’s June already. This year is flying by. June is a traditional month of weddings. I recently attended a friend’s daughter’s wedding. So so I started to think about what newlyweds would want to know about money and finances. In... Read More →
I Don’t Need Long-Term Care Insurance…Think Again
Over the last week, I’ve had two clients that had to deal with the massive expense of Long-Term Care. This post will be about the two different experiences they both had. In both cases, I discussed the need for Long-Term... Read More →
Do You Know Where Everything Is?
If something happened to you, does your family know where everything is? This past week I had lunch with one of my clients, who we’ll call Dave. I also consider Dave a great friend of mine and my family. Towards... Read More →