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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…

3 Reasons to Consider Life Insurance in your 20s

September is Life Insurance Awareness month (read more at LifeHappens.org), and so, all month, I'm going to be exploring all things life insurance at the various stages of life - recent grads, newlyweds, new parents and pre-retirees. Today, I'm talking to all you newly…

Insurance 101

I don't know about you, but recently it seems my social media feeds are crammed with GoFundMe requests for everything from help with funeral costs and medical bills to vacations and professional projects. Every time I see one of these requests I think, "I don't want that to…