Spring Cleaning for Your Personal Finances

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By Pennsylvania Treasurer Stacy Garrity Spring is in the air, and the winter chill is finally on the way out. With the change in season, there’s often a...

Ten Actions Steps During Financial Literacy Month

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By Samantha Compton April is Financial Literacy Month and was first recognized in the U.S. in April 2004. It was designed to bring greater awareness to the need...

A ‘Pep Talk’ for Those Women Who Don’t Believe They Can Invest

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By Samantha Compton Nothing lights me up like talking about empowering women in their financial lives! And the older I get, the more passionate I become. When this...

Principles of Financial Planning Series: Estimating Your Income and Filling an Income Gap

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By Samantha Compton This month, we will complete our closer look at Financial Principle #5: Protect the Income, Grow the Rest. This is the final article in this...

Principles of Financial Planning Series: Setting a Budget for Retirement — How Much Should...

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By Samantha Compton This month, we’re continuing to look at Financial Principle #5: Protect the Income, Grow the Rest, with a closer look at how to estimate your...

Summer FUN Without Losing Your Financial Focus

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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...
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