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Financial Spring Cleaning

It's finally starting to feel like spring in Kentucky and I don't know about you, but I'm ready for it. I love to spend time outside in the warmer months. Of course lots of people also think of spring as a time to throw open the windows, let in a little fresh air and do…

Ancient Philosophy For Modern Finances

A quirky hobby of mine is that I like to find really, really old books and read them. The subjects range from mathematics, to history, to most recently, a book on philosophy. I love doing this because, first, you can see how people spoke and wrote 90-150 years back, but you…

The Difference Between Knowing and Doing

We've talked in previous newsletters about why you need a financial advisor, and some of the holes you may have in your plan if you simply rely on Google for your financial education. Let's assume you are above average in your research skills and able to build yourself a…

Walking the Walk

When someone gives you advice, do you ever find yourself wondering whether or not that person actually lives by that advice? Personally, I want to know that person has taken the time to make sure that what works in theory actually works in practice. The same goes for…

Individually Tailored Financial Planning

We talk a lot in these weekly newsletters and blog posts about creating financial plans that are unique to each client and tailored to that person or family's individual situation, goals and needs. But what does that mean, exactly? What is it that our team can do for you…

It Can Wait

Remember that recurring scene in "It's a Wonderful Life," where George Bailey keeps seeing things like a broken door knob, and muttering, "need to fix that." No? Well, how about that Lowe's commercial from a few years back, where the gal puts in her brand-new light fixture,…