Blog
Welcome to our blog—where financial wisdom meets just the right amount of wit. Think of this as your new favorite corner of the internet for money talk that's 85% personal and 15% finance. Found something useful? Share our blog or repost. We’ll cover trending topics, client questions, and whatever’s hot in the financial world, but if there’s a burning question keeping you up at night—like, "Can I expense my dog as a security guard?"—just let us know. We’re all ears and calculators!
Nearly Famous
It's official! We're the family feature in Best Version Media's Neighbors of Walton magazine. Documenting our article here and now so we will always have evidence for our kids that they were on the cover of a magazine.
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Retirement Actually
What question do I get asked the most? As a father, it’s been, “What are we doing tomorrow?” As an advisor, it revolves around something else entirely - something so innate to every working person out there. That magic ten-letter word...
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Why Life Insurance Deserves a Blog
Some of you may think, “Okay, I understand this, but I have coverage through my workplace." Coverage doesn’t mean you’re actually “covered." Read up on the types of life insurance and why your employer-based group insurance may not cut it.
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Farm and Small Business Almanac
As Kenton County's Site Readiness Initiative garners opposition, if you are a farmer or small business owner, protect your assets, avoid costly tax mistakes, and transfer ownership with a financial succession plan.
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Budgeter-Friendly
Budgeting isn’t about spending less—it’s about assigning value and making intentional financial choices. Whether using Reverse Budgeting, Envelope Budgeting, or Zero-Based Budgeting, the key is managing cash flow wisely to avoid mistakes...
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Life's Curveballs
Everett is our home run. At age five, he's sliding into kindergarten with an academic head-start! Early investing matters as does the timing, something referred to in finance as "sequence of returns."
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What Do You Subscribe To?
Hidden subscription costs quietly drain your wallet—by 2025, global spending will near $1.5T. From trials you forgot to cancel to services you rarely use, ask yourself: Are you just spending money, or subscribing to something greater?
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