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Why We Give

Winston Churchill once said that, "We make a living by what we get, but we make a life by what we give." This is why, as financial planners, we always ask our clients about their giving habits, goals and how they feel about their philanthropic efforts. In some ways it can…

Financial Review - Where to Start?

We've spent some time this month talking about reviewing and updating your finances and budget for 2017, but maybe you're wondering exactly what you should be looking at. Or, perhaps you're creating a budget for the first time and you're not sure where to begin. We can help.…

3 Ways to Jumpstart Your Financial Goals

Winter weather is upon us, and I know the snowfall has lots of people hunkering down inside. I know I'm trying to use this extra time on my hands to get my own finances in order for the year, and I'm encouraging all my clients to do the same. Here are three ways to be…

You're In Your 20s - Do You Really Need a Financial Team?

For all the recent grads and young professionals reading this, you may be thinking that at this point, as you navigate the first few years of your career, you don't need a financial planner. Although your financial situation may not be overly complicated yet, and you're just…

Strong Finish to 2016

Last week, we went over a few fall money to-dos to help you stay on track with your financial goals as we head into the fourth quarter of the year. Today, I want to continue along those same lines and cover a few more ways you can create a strong financial finish to 2016.…

Fall Money To-Dos

The cooler weather has finally arrived and it officially feels like fall in the Bluegrass! Before you know it, holidays will be upon us, and we'll be embarking on a brand new year. But before 2017 arrives, make sure to finish 2016 on a strong financial note. It's important…