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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...
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Financial Education

Principles of Financial Planning Series: Proactive Planning for Healthcare Expenses

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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...
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Financial Education

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

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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. ...
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Financial Education

Kentucky’s Common Goal: Financial Literacy for All

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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...
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Financial Education

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

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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...
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