Summer FUN Without Losing Your Financial Focus

0
By Samantha Compton I love Summer!  Though I am not a fan of the heat and humidity that often comes along with it, there is still something about...

Principles of Financial Planning Series: Proactive Planning for Healthcare Expenses

by Samantha Compton Last month, in our discussion of a 3-Bucket approach to financial planning, we focused on the Growth Bucket.  In review, the Growth Bucket plays a...

Principles of Financial Planning Series: Don’t Let Your Portfolio take a H.I.T.

By Samantha Compton Last month, we talked about a unique Three-Bucket Approach that I use to teach my clients to assess their investments and savings.  This approach makes...

Kentucky’s Common Goal: Financial Literacy for All

By Catherine Martinez Photography by Jennie Paiva During Treasurer Allison Ball’s first year in office, she had an eye-opening experience while speaking to a class of high school seniors....

Principles of Financial Planning Series: A Guide for Making Investment Decisions

By Samantha Compton, SWSM Resident Financial Advisor At times, those who know I am a Financial Advisor but may not yet be a client ask me to give...

Maximizing Your Retirement Savings

0
By Samantha Compton, SWSM Resident Financial Advisor This month we will continue building on the first Principle of Financial Planning:  Financial Security Comes From Having A Plan. Last month...

SWSM Idaho Virtual Conference a Hit!

0
BY SWSM Staff Almost 1,100 women from 24 states registered for the 2021 SWSM Idaho Virtual Conference! The event took place live from a sound stage. The reviews...

Tammie Jo Shults: SWSM Keynote Speaker, Pilot & American Hero

0
By Sarah Wall Every once in a while, a person faces a “for such a time as this” moment: a moment for which she’s been providentially, unexpectedly prepared....

SWSM Idaho Conference Goes Virtual – All Are Welcome

0
COVID-19 has brought a unique set of challenges for the conference community — and while we have no doubt that we will return eventually, for now, it...

How Janelle Hanaburgh Paid Off $100K in Students Loans in 7 Years

0
By Catherine Martinez One year ago, Janelle Hanaburgh gave herself a 30th-birthday present: she finished paying off more than $100,000 student loans in just seven years. “I feel...
- Advertisement -

Must Read