Latest News | Pre-Retirement

Get the latest information and tips on financial planning.

Securing Your Own Oxygen Mask

When new clients come to us for financial planning, there are a few topics that generally come up over and over again in those first conversations. One of the biggest topics revolves around kids and money, and the looming task of saving for college. With many families in…

Meals and Money

For some of you reading this - and for yours truly! - today is the last day to file your taxes for 2014. Doesn't 2014 seem like a long time ago? Well, I mentioned over dinner last night to my kids that, now that Daddy has helped all his clients with all of their tax…

Practicing Perspective

Lately, I've been feeling a little depressed. Whether I'm looking at my financial portfolio (which has had a rough time lately), staring at my burnt up lawn (thanks Mother Nature!), lamenting that my Seahawks started 0-2 (thanks St. Louis and Green Bay!), or stressing about…

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…