Adam Simon, partner/wealth management advisor, Succession Wealth Planning

Adam Simon, partner/wealth management advisor, Succession Wealth Planning Helping clients achieve financial confidence. Licensing: Licensed Financial Professionals Across the U.S. | WPFG

10/08/2026

Recommendations for preventing common jewelry misadventures as well as strategies for smart shopping, jewelry care and maintenance.

10/06/2026

Explore “Everywhere Millionaires” and how Main Street business owners in construction, logistics, and food service may build enterprise value over time.

10/01/2026

Many Pennsylvania residents in Hazle Township are pushing back against the data center, despite the lure of the cash payout.

It's all a balance.  You can follow the FIRE movement and be miserable, or you can spend all of your money and never get...
09/30/2026

It's all a balance. You can follow the FIRE movement and be miserable, or you can spend all of your money and never get to work optional. You can also enjoy your life while paying yourself first and making smart decisions. Have a great rest of the week!

For many, financial success is becoming less about checking traditional boxes and more about having the freedom to enjoy life along the way.

09/29/2026

If you've solved the same problem three times, you don't have a work ethic problem — you have a missing system.

09/24/2026

“LinkedIn lunatic” may be an exaggeration—but in a tougher job market, showing up, sharing ideas, and building connections online is a smart career move.

09/22/2026

More NFL games are moving beyond Sunday afternoon, leaving YouTube and its subscribers paying more for a shrinking package.

09/17/2026

Oktoberfest really did happen in October originally, but organizers moved it earlier for one very practical reason.

09/15/2026

Even as their shares got pummeled, companies like Salesforce and Workday have been showing financial strength.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

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313 Lagrange Road Suite 313
Pewee Valley, KY
40056

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