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Author: David Smyth

The Delta Variant and Other Variables

Holy moly, we’re two-thirds of the way through 2021. The year is flying by! Economically speaking, we’re not seeing what the economists were expecting at this point in the recovery. Yes, they thought we’d see a higher GDP and people out circulating more, but no economic recovery model had us dealing with the Delta variant.

Mortgage Payoffs & Other Home Finance Thoughts

When a client comes in and says they’ve found their dream home, whether that’s a horse farm or a downtown condo, I absolutely want you to have that. If you’re thinking about purchasing a new or additional property, I encourage it – if it fits your lifestyle and you can afford it.

Building in the Time of COVID

In thinking about writing an article on building a house, I have one piece of advice for you: Don’t build a house! If you’re still thinking about building a house, read that first line again. 

All kidding aside, I’m sure you’ve heard it said that building a new home is one of the hardest things you can do as a couple. I can tell you that nothing else even comes close.

The Balancing Act of Buying a Home

Buying a new home is a big decision, and brings big life changes no matter when or where you’re buying. The last year has sent the real estate market into overdrive, and added a whole new set of decisions and things to consider.

Home or Office Remodel? A Few Tips!

We’ve been talking recently about homes – you can read about building here, buying here, and mortgages here. Today, I wanted to share my recent experience and a few tips from remodeling both my personal home and our Family Financial Partners office.

5 Questions to Ask Your Retirement Planner

So you’re finally ready to take the plunge and retire, but first you need to hire a financial advisor to help you navigate this process. Choosing someone to manage your money is an important task that can be daunting. Wondering where to start? These five questions will help you determine if a potential advisor is right for you.

What’s Your Retirement Blueprint?

What comes to mind when you think about replacing your roof? Spending money you’d rather spend elsewhere? Tedious decisions such as tile versus shingles or metal? Now think about remodeling your entire home. Are you picturing yourself in a comfortable new oasis that suits your every need? We thought so.

No Suit, No Tie, Life’s Good!

Here in Kentucky, our governor just announced the reopening of the state as of June 11, including masks now being optional. Throngs of people who apparently spent the last year hidden inside are now all out and about!

Biden’s Tax Plan & Your Portfolio

Many of you just filed your taxes within the last month, and during your discussions with your accountant, things may have turned toward the topic of Biden being president. His tax plan isn’t finalized yet, but if it gets through, we have addressed some strategic changes in the way we steward your assets.

Memorial Day & a Return to Normal

As we took time over the long Memorial Day weekend to spend time with our families and friends at backyard barbecues, at the lake or the pool, or simply on the patio, it reminded us of just how important it is to interact with people without a screen separating you.

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