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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

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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

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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

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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

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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

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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

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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...
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