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Blog

Hand holding a bill with a red "Past Due" stamp on it
Andrea Fulgham | Apr 28, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Andrea Fulgham | Mar 28, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Parent reading a book to their newborn child
Andrea Fulgham | Feb 28, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Man sitting on a park bench and working on a laptop
Riley Solomon | Jan 28, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Riley Solomon | Dec 28, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Riley Solomon | Nov 28, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Riley Solomon | Oct 28, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Riley Solomon | Sep 28, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Riley Solomon | Aug 28, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A teenager holding a yellow and blue longboard talking to her friend
Riley Solomon | Jul 28, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Two yellow balloons with smiley faces on them
Riley Solomon | Jun 28, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Riley Solomon | May 28, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More

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Contact

270-527-4650

       

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221 W 5th St
Benton KY 42025

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