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Holiday Conversations

Later this month, most of us will be gathering together around the table with our families, whether parents, aunts, uncles and siblings, or the friends and neighbors we consider family because relatives are far away. Thanksgiving is one of my favorite holidays, if only for the fact that it’s simple (well, maybe not for the cook!). You put some food on the table, and once you’re done feasting, you find the dessert table full of pies! Then the countdown begins to cold turkey sandwiches.

Blog Financial Planning

Don’t Leave a Pay Raise on the Table

We are in that time of year when companies start releasing new benefits packages, and open enrollment is almost here. As you look through your new employee book provided by your HR department, you probably see things like additional 401(k) options, accidental death & dismemberment (yikes!) insurance, life insurance, supplemental life insurance, short term/long term disability coverage, along with all sorts of other acronyms you may or may not have any idea what they stand for.

Blog Financial Planning

Transitions of Life

Seems like everything is transitioning right now, whether it’s changes in the weather, changes in the sports being played or teams we watch and root for, or the shift from anticipating the excitement of Keeneland and the upcoming Breeders Cup to savoring the memories we made. We spent a lot of time at Keeneland meeting people and enjoying our community, but now it’s back to the desk full-time – and we truly think change is good. Of course the emptying of the grandstand at Keeneland gave way to the excitement over trick-or-treating!

Blog Financial Planning

Delayed Gratification: Good or Bad?

Oftentimes in the financial planning community, we use and hear the phrase “delayed gratification.” This is the idea that we should avoid spending money on things we enjoy today, and save/invest it, so that one day we can eventually spend it and receive the “gratification” we’ve been putting off. Dave Ramsey is famous for saying “live like no one else, so that one day you can live like no one else.” That’s all well and good, but personally, I don’t like the idea of denying myself all of the things that bring me joy or gratification. I say ignore that advice!

Blog Financial Planning

Long-term Effects of Job-hopping

It shouldn’t come as a shock when I say it is very common for people to job-hop during their 20s and into their 30s before they settle into a long-term position. Typically, people change jobs to gain new experiences, obtain a better title, or for more pay. While these are all very good reasons that, in the long run, should be positives in our financial lives, changing jobs too often can come with a cost.

Blog Financial Planning

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.

Blog Financial Planning Tax Planning

Fall Financial Fitness: The Basic 5 Checklist

As we fall back into financial fitness this month, we’re focusing on ways to get (or stay) on track financially for the rest of the year. This week, we’re going to layout a basic 5-step financial checklist that we believe everyone should use to guide their financial life. If you can’t check them all off, then let’s get to work!

Blog College Planning Financial Planning

Fall Financial Fitness

For many people, the start of fall corresponds with the day the kids go back to school. But for others, we know what really signals the start of fall: football season! Of course football also brings with it the need to plan for tailgates, time with family & friends around the TV cheering on your favorite teams, and any number of other vital social gatherings. 

Blog Financial Planning

Fall Finances – Yes, Start Now

It’s that time of year when I’m sure most of you are still enjoying the long days of summer, and any getaways you may have planned for the rest of the summer season. That said, now is a good time to start thinking about your fall budget, especially with costs rising for nearly everything.

Blog Financial Planning

Organizing Your Financial Closet

We all know a few of those people who are meticulous about organizing things, right? Some people’s closets are color coordinated, and some people have every box and Rubbermaid bin in their home labeled, categorized and stored in the order of how often they’re needed. Remind you of anyone? The truth is, this makes it easy for these folks to understand what they have, where it is, and what purpose it serves in their home.

Enjoy
the ride.

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