Blog
What’s on our minds? You can read about it on our blog. Changes in tax law laws, estate planning and insurance regulations, and the general fluctuations in the marketplace can affect your financial strategies. Whether you are looking for the latest information or just common-sense financial tips, look no further.
And once in a while, we will host a few guests from the worlds of finance, and public service as well. We might even find a little time to discuss movies and sports. So, keep checking in, and feel free to share with your friends. We look forward to the conversation.
LPL Research provides a few key takeaways from their Outlook report, which is now available.
LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and markets, highlighting potential implications for you. I’m pleased to bring you a few of the key...
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Looking to Supercharge Your Retirement and Save on Taxes?
For high income professionals and business owners looking to save taxes and super charge their retirement savings, check out the Hybrid Cash Balance Retirement plan.
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New Federal Student Loan Limits
A new law—nicknamed the “One Big, Beautiful Bill”—changes how much parents can borrow through federal Parent PLUS loans, and it’s going to force a lot of families to rethink how they pay for higher education.
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Can Your Life Insurance Do Double Duty?
If your life insurance policy includes an ADB feature, you may be able to use your life insurance policy to help cover expenses during times of severe illness or when in need of long-term care services.
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Year End Tax Strategies You Need to Consider Now!!!
Wow! It is hard to believe we are in the third quarter of 2025 already. With all the market volatility, most people will be happy to see their calendar change. Before we turn the page in 2025, there are some...
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The Side Hustle Retirement Plan
A SEP IRA provides individual business owners with a tax-efficient, flexible, and simplified retirement savings vehicle to help them achieve their long-term financial goals.
Read MoreUnlocking the Benefits of Charitable Remainder Trusts: A Comprehensive Guide
Understanding the intricacies of CRTs empowers individuals to make informed decisions about their estate planning and philanthropic endeavors.
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What is a Qualified Charitable Distribution?
A qualified charitable distribution allows individuals at least 70.5 years of age to make a direct contribution from their individual retirement account (IRA) to a qualified charity, without having to pay income taxes on the distribution.
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Can You Live With Today's Market Volatility?
Can You Live With Today's Market Volatility? Want to know what to expect? Here's a quick read to give you a little historical perspective.
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Patriot Day 2021
On this 20th anniversary of the tragedies of September 11th, 2001, many of us will be remembering the day with prayers, observance, and acts of service.This day is designated Patriot Day. It’s come to mean joining together to...
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“The Great Resignation and the Laws of Motion”
If you have not heard this term prior to today, you are sure to hear it more and more over the next several months as the nation and economy open up and find a new normal. I found the article attached and its additional links a very...
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Local Financial Representative and Former Mayor Appointed to CERS Pension Board of Trustees
George “Lisle” Cheatham has been appointed by Gov. Andy Beshear and Confirmed by the Kentucky Senate to the Newly Reorganized County Employee Retirement System Board of Trustees Columbia, KY April 30, 2021: George...
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