Leaving a job can be an exciting transition, but it also brings with it a host of financial questions. One of the most important aspects to consider is what happens to your 401(k) when you part ways with your employer. Your 401(k) is more than just an account; it’s a...
As we journey through life, it's natural to plan for the expected: career milestones, family events and retirement. This preparation helps to set up our future selves and loved ones for success. However, what about the unexpected, like encountering diminished capacity...
An Unnerving Topic If your local newspaper published your obituary today, would you read it? In 1888, this surreal scenario played out for an accomplished inventor and industrialist who found himself reading his own obituary while very much alive. A death did occur,...
Summer in the Bluegrass state is fast approaching, but the fun and festivities associated with this warmer weather have been in full force for several weeks now. Being a Louisville native, the Kentucky Derby has always been my unofficial kickoff to summer. And with...
Hey Abby! I am switching jobs in the coming week and worried about my 401(k). What do I do with my current 401(k)? You should first make sure the decision you make is what’s best for you and we can help with that! The options listed below are the most common. Leave it...
A Day in the Life These professionals spend their days in a routine blending analysis and advocacy. They review the latest reports to prepare for the day ahead, collaborate with trusted advisors, closely monitor active threats, and always advocate for opportunity....
People often ask me to recommend a good book on financial planning. That is no small task … just look at the shelves at your local library or favorite bookstore: there are thousands of titles to choose from. I find that the...
A Tale of Perseverance and Chance The year was 1951 at Hamburg Farm in Lexington, KY, where a newborn foal faced a precarious start, struggling to breathe following a difficult birth. The legendary horseman, John A. Bell III, took a remarkable step, administering a...
I think it’s fair to say that at some point in each of our lives, we’ve heard the phrase “money can’t buy happiness”, or some version thereof. Usually meant as a cautionary comment against greed or those prioritizing money, the phrase has yielded some interesting and...
From Golden Shores to Digital Frontiers In the mid-19th century, the California Gold Rush transformed the landscape of opportunity, drawing thousands westward with dreams of wealth glittering on the horizon. As prospectors flocked to the promise of untold riches, the...