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

Month: July 2019

What’s Your Why?

In our office, we see different approaches to money that tend to fall into a few distinct categories. In my business, I often find myself serving as a financial therapist for the families I work with, and that sometimes means figuring out why certain people fall into one of these categories. Finding and addressing the why can also help change any patterns that might be working against you.

Preparing for Fall – Kids & Money

As hard as it is to believe, the first day of school is less than a month away in Fayette County. Although we want you all to fully enjoy the remaining weeks of summer, I would encourage you parents out there to take a little time and think about your strategy regarding your kids and money. Especially as the little ones get older, it might to be time adjust a few things and get them more involved and thinking about how money works.

Summer Fun and Your Future

With the recent long Fourth of July weekend, many of you stopped and took time off to spend time with family and friends at the lake, ocean or golf course. Perhaps you found yourself reflecting on something – perhaps the first fireworks show you attended as a child, or your favorite baked beans recipe, or an other-worldly dessert your beloved grandma or favorite aunt used to bring to the celebrations.

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