Jacob Buckley, CFP®, CDFA®, MBA is a Wealth Advisor at Family Financial Partners, Inc. — a financial services firm in Lexington, Kentucky.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Articles by Jacob
The money conversation every couple should have
You’ve probably read that one of the Four Horsemen of relationship strife is money. Misalignment on money issues is one of the main problems that can sink a relationship if you’re not careful.
Building generational wealth as a Millennial
It’s no secret that many Millennials have had a rough go of it when it comes to the financial instability they have faced during much of their working lives. Between slow wage growth, multiple financial crises, and an inflated housing market, it’s been difficult for many to grow their wealth at a similar rate to their parents and grandparents.
Why a CDFA® can be your most powerful tool in a divorce
As a Certified Divorce Financial Analyst® here in Lexington, Kentucky, I’ve worked with my fair share of clients who understandably have lots of questions about what to expect when it comes to splitting up assets with an ex-spouse. It’s never as simple as: half of your cash, half of your house, half of your cars. It’s a complex process that, when done correctly, requires a lot of foresight to make sure you don’t end up with an unfair settlement that haunts you long after a divorce is finalized.