Retired or Retiring Soon? Hire a Financial Advisor
It can be a tough job. Us poor financial advisors sometimes get a bad wrap! We are made out to be less than honest in many commercials, advertisements and frankly by our own kind. But some of us aspire to... Read More →
Sudden Wealth From A Legal Settlement?
First, let’s define a Life Event. A life event is a significant event that is either expected or a complete surprise that will change your life. It can also come with significant financial changes as well. A legal settlement is... Read More →
Sudden Wealth From A Divorce?
Divorce is probably one of the most stressful things anyone can go through. It puts strain on your emotions, your family and your finances. I would categorize divorce as a Life Event. It will affect quite a few adults in... Read More →
Life Event – Death Of A Spouse
Dealing with the loss of a spouse is very difficult time for you and your family. You will be coping with lots of emotions and handling many complex financial decisions as well. You may have had a spouse that handled... Read More →
Sudden Wealth From A Job Change?
My Mom worked for the University of Kentucky for 41 years. Yep, 41 years! Who does that anymore? Hardly anyone. Most working Americans will change jobs 11 times during their working years, according to Fidelity Investments. That works out to... Read More →
Sudden Wealth from a Life Event?
As a financial advisor, I get more than my share of strange phone calls. Some are real doozies! So when I picked up a recent call, I braced for impact! Some calls are really weird, other times someone is soliciting... 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 →
Major Life Events That Trigger An Estate Planning Review
Life events are those major events that we mark with celebrations, parties, and sometimes funerals. What they all have in common is that we record them with our loved ones. Consequently, they are also milestones that require some sort of... Read More →