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.
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.
Read More
December 2022 CPI Report Out
The expected decline in inflation that was confirmed today may give the FED room to slow rate tightening at the February meeting. #cpi #inflation #federalreservehttps://www.cnbc...
Read More
3 Helpful Items Seniors Should Consider Buying in 2023
3 Helpful Items Seniors Should Consider Buying in 2023
Read More
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.
Read More
Year End Tax Strategies You Need to Consider Now!!!
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 MoreShow All
Where Do We Go From Here?
Where do we go from here? Inflation or Recession, that seems to be the question. Is now the time to take advantage to buy?
Read More
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.
Read More
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...
Read More
“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...
Read More
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...
Read More