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

Month: November 2018

Check In With Your Planning Checklist

It’s that time of year when we’re all hoping to end up on Santa’s nice list – or trying to get our kids onto Santa’s nice list – but Old St. Nick’s isn’t the only list we hope you’re paying attention to. For those of you who are clients with us, think back to those early meetings we held with you. Remember that paper we gave you with little boxes next to some words, and “planning checklist” at the top?

Healthy for the Holidays

A week from today, most of us will be gathered with family, friends and loved ones, enjoying whatever our respective traditional Thanksgiving feast looks like. Whether that’s turkey, ham, spaghetti (yes, some folks go rogue) or vegan lentil loaf, the day will probably include a bit of indulgence. And that’s okay. Most experts seem to agree that occasional indulgence is a good thing, and can help keep you on track with your healthy eating in the long run.

Scroll to top