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July 29th, 2021 |

Give your financial privacy an added boost

Your trusted financial institutions should have solid privacy protocols in place. But you can take steps to protect sensitive information on your end,…

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July 21st, 2021 |

Newsletter, Q3 2021

Third Quarter, 2021 >

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July 15th, 2021 |

Don’t let lifetime, financial milestones sneak up on you

For the first time since I was a little kid, the “half” is about to be important again.

The “half” is something children care…

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June 30th, 2021 |

What’s the History of July 4th? Plus, 23 Surprising 4th of July Facts

Many of us celebrate the Fourth of July every year with fireworks, barbecues, concerts and parades. Growing up, you may have heard that…

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June 17th, 2021 |

The biggest mistakes people make with Social Security

One of the most common and costly: worrying about dying too soon

There are six main ways to do damage to your Social Security…

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June 3rd, 2021 |

Why is post-retirement planning more complex than you expected?

If you thought investing in your 401(k) plan was hard, just wait until the time comes when you have to start…

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May 27th, 2021 |

Memorial Day; so much more than a three-day weekend

While Memorial Day weekend is often the perfect time to take a short trip or kick off the start of summer with friends…

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May 20th, 2021 |

The Triple Crown tax benefits of 2021 Roth conversions

With potential tax changes on the horizon, here are the IRA moves to make now.

On the eve of this year’s Kentucky…

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May 6th, 2021 |

Protect yourself and your parents from tax fraud

Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.

Identity thieves are stealing…

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April 22nd, 2021 |

9 Secrets of successful centenarians

These nine commonalities may help you live a longer, healthier and happier life.
People are growing older – and bolder – in…

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