1792 Alysheba Way, Suite 201, Lexington, KY 40509
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Month: January 2022

Investing In Your Future

We’ve been talking this month about investing in yourself, your family and your home, and one thing we notice when talking with clients is that people have a tendency to focus on the here-and-now. They don’t think about all the ways they can invest in their future on a daily basis right now. 

Investing in Your Home

When it comes to investing in your home as the new year unfolds, I wanted to talk about the house you have and the home you make as reflections of you. These reflections happen in three main areas – your indoor space, your outdoor space, and your neighborhood. 

Investing In Your Family

When thinking about your financial resources, you may know that we encourage you to write down the top five places you want your money to go, and then check in with your spouse about their top 5 list. Typically, we see couples agree on two or three items, and have what we’ll call “discussions” about the other two or three! Either way, I encourage you to review how you want to allocate those resources.

Investing in Yourself in 2022

They say if you aren’t taking care of yourself, you can’t take proper care of anyone else. So, how are you investing in yourself in 2022? For me, I’m embarking on a few weeks of focus on my physical health to make sure I stay on track with all the progress I’ve made in this area over the last six years. I need to stay healthy for my family – and for you, our valued clients. I’m also updating my personal goals as they pertain to my faith, my mental health, and how I spend my time outside of the office. 

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