1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC

Month: August 2014

A Good Walk Spoiled 2014

Last Tuesday, the Family Financial Foundation (our nonprofit organization) hosted its annual “A Good Walk Spoiled” Golf Scramble. This year, the event was held at Keene Run Golf Club, and we had a great time!

End-of-Summer Thoughts on Taxes

While tax season seems far away, the reality is that we are more than half-way through 2014, and we are having many tax-related discussions with clients. No one wants to pay any more taxes than they have to, so we help clients be as tax efficient as possible. As a client once told me, “While Uncle Sam might be a relative because he’s my uncle, I don’t like him that much, so I don’t want to give him a penny more than I have to”.

Scroll to top