1792 Alysheba Way, Suite 201, Lexington, KY 40509
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Month: August 2017

Notes from Around The Globe

We’re at that time of year where our team has seen most of you at least a couple of times, and outside of any major changes happening in your life right now, we have a pretty good idea of whether or not you’re on track with your financial plan for 2017. Of course, if there are new major changes going on in your life, please, let us know.

Mistakes in Banking

Many of you who don’t work with us probably think it’s normal to accrue somewhere between .25 percent and .75 percent on your emergency fund, and that it’s normal to have bank IRA CDs that recently rolled from 1.25 percent to .25 percent. When we ask new folks why they think this is normal, the response is usually, “That’s what the banker told us.”

Technology and Teaching Kids About Money

With all the kids going back to school this week, we’re all thinking about everything they’re going to learn this year. Exciting stuff! But don’t forget to keep teaching and talking to your kids at home about money, budgeting, and other basic financial topics.

August Anniversaries

We have much to celebrate this month at Family Financial Partners.

On August 1, this past Tuesday, Alex and I celebrated 12 years since the day we first turned on the lights at our old office and opened Family Financial Partners.

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