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
How to take the guesswork out of your spending
Pop quiz: How much do you spend at the grocery monthly?
I’m serious — I want you to take a guess, and then I want you to look at your credit card statement and see how close you were to the right answer.
Have a plan to tackle your 2023 taxes
At FFP, we take a bulk of that work off of our clients, prepping and sending documents directly to them and their CPA. We take a very coordinated approach to this — we don’t want the client to have to be the middleman. It’s simple for me to jump on a conference call with a CPA and make sure everybody’s on the same page and we have an open line of communication.
Ring in 2024 with confidence: An end-of-year finance checklist
It’s hard to believe that we’ve made it to the end of another year. Amidst the hustle of the holidays, I want to encourage you to stay diligent about your financial plan. Here is a little end-of-year to-do list that will help set you up for continued success in 2024.
- ‹ Previous
- 1
- 2
- 3
- 4
- Next ›