Latest News | Pre-Retirement

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Summertime, and the Livin' Should Be Easy

It’s summer in Kentucky, and that means torrential downpours, floods, lightening and tornado-like high winds. Want to come visit? Despite Mother Nature, this is the time of year when those of you who are working are trying to squeeze in trips to the lake, weekend getaways…

5 Steps to Pre-Retirement Planning

For many, the thought of preparing to make the transition from the daily grind to full retirement brings both a collection of exciting possibilities and terrifying logistical concerns. We meet many of our client families for the first time as they start to give deep thought…

Natural Resources and Your Family

Fall is such a great season. College football, tailgates, pumpkins, sweaters – and of course the Christmas decorations are already up at Wal Mart! And as the weather changes and cools, we also start thinking about our use of natural resources, from the gas and heating oil…

The Sandwich Generation - Kids, Parents, and Your Money

When you daydream about your future retirement and becoming an empty-nester, what does that look like? Do you envision a simpler way of life? From the time my first child was born and we learned to make sacrifices for his (and now his siblings’) well being, I’ve been told…

How Long Will You Keep Working?

There’s a question I’m frequently asked by clients between the ages of 60 and 70, and it’s frequently posed in quiet, hushed tones: How much longer should I work? People treat it like it’s a life-altering decision, which of course it can be…but doesn’t have to be. It comes…

Pre-retirement: What Does it Mean?

Unless you’re a Boomer, the word “retirement” probably seems far off and foreign, if not downright scary. As company pensions have disappeared in recent years, the gauntlet of saving for retirement has fallen solely on the individual employees. That means we are hearing more…