1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC


August Anniversaries

We have much to celebrate this month at Family Financial Partners.

On August 1, this past Tuesday, Alex and I celebrated 12 years since the day we first turned on the lights at our old office and opened Family Financial Partners.

The Gift of Time

This time of year, we’re all noting that in Central Kentucky, we’ve got about a month until school is back in session. Some us look forward to that, and getting back into our “normal” routines, but at the same time, a lot of us are trying to maximize these last few weeks of summer with the kids by heading to the beach, the pool, or taking a nice hike while the days are still long and warm.

Gratitude and Happiness

I recently watched an excellent Ted Talk on how gratitude leads to happiness. The gist is that being truly grateful, even for the small things, and showing that gratitude throughout each and every day, leads to a much greater feeling of happiness and satisfaction in life.

Summer Budgeting For Students

It’s graduation time in the Bluegrass, that exciting period when all the local colleges and schools are graduating a whole bunch of kids. Whether it’s kindergarten, middle school, junior high, high school, college or beyond, every one of these newly minted graduates, no matter their age, has a future so bright they’ve gotta wear shades!

Consolidating? Things to Consider First

It’s that time of year when caps and gowns are being packed away and newly minted college graduates have walked across the stage and into the real world here with the rest of us. Many of those students – and their parents and grandparents – will soon start paying off student loans, and will likely be thinking about consolidating some of them to make things a little more manageable.

Picking a Winner

Over the last few weeks, I’ve seen a lot of you at Keeneland enjoying the beautiful Kentucky spring while we watch the races. Even if I invited you out and you weren’t able to make it, I think we can all agree spring in the Bluegrass is truly a wonderful time of year. One question that always comes up, whether we’re talking about the financial markets or the horse races at Keeneland, is “What do you think Dave?”

Keeping Up with Keeping Up

Keeping up with Joneses – it’s human nature, right? Your neighbor brings home a brand-new Beamer, and your 10-year-old Honda looks a little dull in comparison. Everyone has felt this way at some point, and it doesn’t start in adulthood. We all remember the kid who got a new bike every Christmas, and a new sports car for their 16th birthday. Now, that has evolved into who has the bigger engagement ring, who had the most lavish wedding, and who buys the biggest first home.

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.

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.

Kids & Credit

We’ve been exploring the topic of what money can buy in our last few newsletters. This week, I thought I’d explore this topic as it pertains to kids. I’m not sure how things were in your house growing up, but when I was a kid, I got a minimal allowance for doing chores around the house. And I always made sure those chores got done because I loved the reward of getting that money.

Scroll to top