Summer FUN Without Losing Your Financial Focus
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
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!
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
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
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
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...
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