Home Learn

Learn

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...

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...

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. ...

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...

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...