D. Whayne Porter, Kentucky Planning Partners

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D. Whayne Porter, Kentucky Planning Partners Certified Financial Planner CFP®

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
10/19/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

You’re the conductor of your 401k, IRA and taxable savings.
10/16/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
10/14/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Could your portfolio benefit from a zero-coupon bond?
10/12/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
10/09/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
10/07/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Learn more about whether you need to pay estimated taxes.
10/05/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
10/02/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
09/30/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Address

9300 Shelbyville Road Suite 1310
Louisville, KY
40222

Telephone

+15023940400

Website

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