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...
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....
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...
Financial Advisor Spotlight: Sarah Hogue, Little Rock, AR
Editors Note: Smart Women Smart Money Magazine wants to highlight industry professionals who excel in their field. Our hope is to connect our readers with professionals who...
Financial Advisor Spotlight: Amy White Crispino, Louisville, KY
Editors Note: Smart Women Smart Money Magazine wants to highlight industry professionals who excel in their field. Our hope is to connect our readers with professionals who...
Financial Advisors Spotlight: Dini Harris, Boise, ID
Editors Note: Smart Women Smart Money Magazine wants to highlight industry professionals who excel in their field. Our hope is to connect our readers with professionals who...