1792 Alysheba Way, Suite 201, Lexington, KY 40509
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Family Financial Partners


Financial Decision-Making

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.

A Message for Recent Graduates

“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.

Wrapping Up 2014

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.

Planning Ahead for 2015

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.

Seaside Dreams Gala is Just Around the Corner!

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.

New Client Relationships

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.

The End of Summer

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.

A Good Walk Spoiled 2014

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!

End-of-Summer Thoughts on Taxes

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”.

Like Father, Like Son

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.

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