Certified Financial Planner practitioner with over 20 years of experience. Testimonials are unsolicited, and no cash
or non-cash compensation is provided.
Certified Financial Planner CFP® practitioner and Registered Social Security Analyst, RSSA® with over 28 years of experience helping families and small to mid size institutions grow and protect wealth. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. (“Rich Wealth Management ”) and Sound Income Strategies, LLC are not associated
07/08/2026
Honored to be featured in this month’s issue of the Voice-Tribune! It’s on stands now around Kentuckiana!
Voice-Tribune July 2026 Dive into our extensive resources on the topic that interests you. It's like a masterclass to be explored at your own pace.
Enjoyed my interview this week on WAVE 3 with Sean
06/02/2025
What will your family do if you can't earn an income? Here are steps you can take today.
Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
05/30/2025
What does it actually cost to raise a child? You might be surprised.
The Half Million Dollar Baby The true cost of raising a child may be far more than you expect.
05/29/2025
With the children now out of the house, financial priorities become more focused on preparing for retirement.
Learn more in this quick read, and give me a call with your questions.
Dwight Rich, CFP
(502) 523-6551
Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?
05/27/2025
[Video] Agent Jane Bond wants you to know about the basics of the bond market.
Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.
05/27/2025
Divorce is the second most stressful time in a person's life. Here's some tips to get through it, and give me a call with your questions.
Dwight Rich, CFP
(502) 523-6551
Budgeting After a Divorce Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
05/22/2025
Is your estate in order? This short quiz may help you assess your overall strategy. Give me a call with your questions.
Dwight Rich, CFP
(502) 523-6551
Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.
05/22/2025
Developing a retirement strategy? It's critical to know the differences between investment types.
Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
05/20/2025
With alternative investments, it’s critical to sort through the complexity. Learn more in this short video, and give me a call with your questions.
Dwight Rich, CFP
(502) 523-6551
Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity.
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