When it comes to money, you and your spouse will face many decisions over the course of your life – career choices, when to spend and when to save, what kind of lifestyle you desire and when to seek outside financial advice.
“When I was your age I walked to school uphill both ways in the snow!” You’ve probably heard your parents or grandparents tell you this story, right? You may see everything they have now and think life’s always been easy for them, but that doesn’t reflect how hard they had to work at your age to get where they are today.
Last week we started talking about planning ahead for the end of 2014, and I want to continue that conversation today by addressing two additional important topics: retirement contributions and reviewing your investment portfolio.
November is upon us and as 2014 draws to a close, we want to talk with our client families about planning ahead for 2015. At Family Financial Partners, we believe it’s always better to be proactive than reactive.
Back in 2010 when Alex and I started the Family Financial Foundation, our goal was to support and tell the stories of local charities and nonprofits.
In speaking recently with many potential clients, I’ve fielded inquiries over and over about the minimum investment amount required to come on board with us.
To me, it always seems as though Labor Day weekend is the official conclusion of summer. On Tuesday morning, kids around the country went back to school, swimming pools closed, and this year’s vacation season came to an end.
Last Tuesday, the Family Financial Foundation (our nonprofit organization) hosted its annual “A Good Walk Spoiled” Golf Scramble. This year, the event was held at Keene Run Golf Club, and we had a great time!
While tax season seems far away, the reality is that we are more than half-way through 2014, and we are having many tax-related discussions with clients. No one wants to pay any more taxes than they have to, so we help clients be as tax efficient as possible. As a client once told me, “While Uncle Sam might be a relative because he’s my uncle, I don’t like him that much, so I don’t want to give him a penny more than I have to”.
Last week, my oldest son Gates brought home one of those terrible school fundraisers. You know, the kind we all dread that requires your child to raise sponsorships in order to earn a cheap and useless prize. This time, the prize was a giant plastic Frisbee, and Gates wanted it… desperately.
1792 Alysheba Way,Suite 201,Lexington, KY 40509
Phone: 859.219.1006Fax: 859.219.1012
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Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TN, TX, WV, VA and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, OH, PA, SC, TN, TX, WA, and Washington DC. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.