04/28/2026
Most people spend more time planning a vacation than their retirement.
And it shows.
Retirement planning feels overwhelming—so it gets pushed off. But the cost of waiting is bigger than most people realize.
A few simple moves can make a massive difference:
• Understanding your IRA options
• Maximizing your 401(k) (especially the match)
• Keeping your estate plan updated
• Actually checking your Social Security
The truth?
The plan you start at 45 will always beat the one you start at 65.
You don’t have to figure it all out at once—but you do have to start.
If this has been on your “I’ll get to it” list… this is your sign.
Book a meeting today: https://lnkd.in/gWMNKmY8
12/03/2025
If anyone needs driveway cleaning and/or salt spread give us a call at 502-930-1727!
09/01/2025
When was the last time you updated your will?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
08/29/2025
Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
08/27/2025
There are four basic steps to calculating the value of an estate.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
08/25/2025
Social Security: Retirement's main source of income or monthly bonus? You decide.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
08/22/2025
Three steps may make a difference if you find yourself suddenly single.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
08/20/2025
Business owners should consider a succession plan sooner rather than later.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
08/18/2025
Surprises crop up every day, and they’re a great reason to work with us.
Surprises
Making the most of surprises is a great reason to work with us.
08/15/2025
A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.