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Kids

Back to School
College Planning

School’s back, and so is the latest CPI data. What does it mean for you?

The most recent consumer price index reports show inflation dropping quarter over quarter and year over year, which is positive. The only disappointing part of the CPI report is that shelter costs are still ticking up month over month. None of us would like to see the value of our home go down, but it would help the consumer if the cost of rent and owners’ equivalent rent were to slow in its increase as that is putting pressure on consumers as they renew their leases. 

Parent talking to kids about money
College Planning Legacy Planning

It’s time to talk to your kids about money

As parents, we all have the best of intentions as we raise our kids. We try to instill good health, hygiene, nutrition, study, and work habits, and we hope that they embrace those lessons and carry them into their adult lives. 

Expecting Parents
College Planning Financial Planning Insurance

What to (financially) expect when you’re expecting

Of all of life’s great milestones, maybe the most beautiful is having a child. My wife and I are expecting our newest next month, which will make it three girls under 4 years old. 

As wonderful as these gifts are, they come with a price. According to recent studies, the average cost of raising a child from birth to 17 for a middle-class married couple has surpassed $300,000. That’s before factoring in a dime of college expenses.

Financial Planning Insurance

Summertime is the right time to inspect your financial house

We believe that those of you who have been working with us at Family Financial Partners for a while likely feel well-prepared for a fun and relaxing summer. Many of you have saved for the vacation, have your legal documents in order, are adequately insured, and have a plan for fall tuition. We’ve reviewed your financial strategies together and know what we need to do to keep you on the right path.

Dave's Inbox: What to do with all my cash
Legacy Planning

Dave’s Inbox: What do I do with all this cash?

Since the pandemic, more and more people have been sitting on higher cash reserves than they used to, and the current interest rate environment has provided a unique opportunity to grow that cash relatively safe and low risk. In this edition of Dave’s Inbox, I wanted to address a couple of questions I’ve gotten repeatedly.

Perfect Christmas Gift
College Planning

Finally, the perfect Christmas gift

Unless you’re one of those “wrapped and done by December one” people, you probably have some names left uncrossed on this year’s Christmas list. If that’s the case, I want to take a minute to suggest that you give the most boring gift of all. 

Blog Market Updates

It’s All About Fall: Routines, returns, and rent

Here in Lexington, Kentucky, we may be in the dog days of August, but it just feels a little different this year, doesn’t it? I can almost sense the coming fall air as folks around me are preparing to go back to school and talking about University of Kentucky football. The Family Financial Partners team is making its way back to the office, and clients are starting to answer our phone calls as they settle into a normal schedule.

Blog Financial Planning

The Joys of Summer: How much should you really spend on that vacation?

I love summer because we have all these opportunities for how we can allocate our newly found free time, but I find when I talk with clients that summer can also be a stressful season. There’s always the pressure to plan that big vacation that we can forget to budget for it and end up paying for that vacation for the next six months. In my case, I’ve got three kids doing camps and getting braces and moving into dorm rooms — there isn’t much money left for the “what Dave wants to do” fund!

Blog College Planning Financial Planning

Tending your financial garden: How hard work today will let you flourish when it counts

So much of gardening is the hard work and growth that takes place underneath the soil — feeding and nurturing our plants so they can build strong roots that will sustain them long after our work is done, allowing us to sit back and enjoy the fruits of our labor. Nobody ever comments on the roots, on the quality of the soil, or on the weeding we did that gave them room to grow. All they see is the beauty that lives above the dirt — the finished product.

Blog Financial Planning

Investment vs. Speculation: What’s the difference?

Before making any decisions, let’s make sure the next big “Investment” is actually an investment and not just speculation.

Enjoy
the ride.

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