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.
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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.Read More
3 Helpful Items Seniors Should Consider Buying in 2023Read More
Wow! It is hard to believe we are in the third quarter of 2022 already. With all the market volatility, most people will be happy to see their calendar change. Before we turn the page in 2022, there are some...Read More
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...Read More
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...Read More