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Charitable Giving 101

By now you should have most of your tax documents in hand and you’re thinking about tackling that task of doing your taxes. Maybe you have some charitable donations to consider, or maybe you’re thinking you want to start a giving plan now to maximize your refund next year. Wondering where to start? We can help.

Personal Training for your Finances

A neutral third party is a good idea in many situations – right? Take personal training. Telling my significant other to work out more and eat better probably wouldn’t go over well, would it? She’d either ignore me, take offense, or get mad. Really mad! But a personal trainer is supposed to do all those things. That’s what they get paid for, after all.

Cleaning Out Your Financial Junk Drawer

Every year about this time I try to go through some of the clutter in my house. Invariably, I get to my sock drawer and find about eight socks without mates. I also usually find boxes that never got unpacked from the last move, and my basement these days seems like its sole purpose is to store unused junk. Who needs mismatched socks, or a room full of stuff you don’t use? Once a year, I toss anything I haven’t used in the last year and get rid of all those unworn socks.

Time to Review Employer-sponsored Retirement Plans

Many of our clients at Family Financial Partners are business owners, and that comes with its own set of financial considerations. For those of you who fall in this category, January is often the best time to review or implement your employee retirement plan. A solid benefits package can help your business land the top talent you want, but keep in mind that there’s no one-size-fits-all when it comes to the perks you might want to offer.

3 Ways to Jump Start Your Financial Goals

Winter weather is upon us, and I know the snowfall has lots of people hunkering down inside. I know I’m trying to use this extra time on my hands to get my own finances in order for the year, and I’m encouraging all my clients to do the same. Here are three ways to be productive while you’re snowed in to help you kick off 2017 financially fit. First, simply ask yourself if you know where everything is in your financial life. By now you’ve probably started a work-sponsored retirement plan or two, opened an emergency fund account, and bought a few insurance policies.

Focus on your Finances

Whether we participate in the annual ritual or not, we’re all aware of that thing called spring cleaning that happens each year (or does it?) when the weather finally starts to warm up. Well, with the first snow of the year predicted for this week, now is a good time to hunker down and tackle a winter cleaning – for your finances.

4 Ways to End 2016 Financially Strong

We all know holidays are busy, and the last thing you want to think about is money stuff. I get it. I’d much rather be shopping for ugly Christmas sweaters and eating way too many holiday treats. But trust me – taking care of these four things today will make the end of 2016 and the beginning of 2017 much less stressful.

3 Ways Newlyweds Can End the Year Financially Strong

It’s safe to say that 2016 has been an unusual year. From celebrity deaths to wacky election stories to creepy clowns roaming the streets, there hasn’t been a dull moment. But perhaps the most newsworthy happening in your life was that you got married! Congrats! Now, let’s talk about a few ways you and your new beloved can end the year on strong financial footing – even if the wacky news stories continue! First, just sit down and talk with your spouse.

Fall Money To-Dos

The cooler weather has finally arrived and it officially feels like fall in the Bluegrass! Before you know it, holidays will be upon us, and we’ll be embarking on a brand new year. But before 2017 arrives, make sure to finish 2016 on a strong financial note. It’s important to review your finances and financial goals now, before hectic fall and holiday schedules get in the way, and you’re scrambling to get things in order for the new year. Taking care of these to-dos today could make the end of 2016 and the beginning of 2017 much more relaxing.

Back to School

This past Sunday, Stephanie took the kids and went out back-to-school shopping. She noted that, for the first time, we’ve got one in middle school, one in elementary school and one in pre-school.

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