This is Part 2 in our Investing Q&A series. If you missed Part 1 from a few months ago, be sure to go back and catch up here! Otherwise, let’s dig back in — today we’re going…
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When Good Debt Goes Bad
So what is “good debt”? It’s a general term for a debt used to finance something that expected to increase in value. Maybe you take out a mortgage to buy a home you expect to appreciate….
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The University of Kentucky Health Savings Account Option Now Available
Starting in 2019, the University of Kentucky will begin offering the UK Saver plan (click to compare UK health insurance plans). This is a big deal because it finally gives University of Kentucky employees access to…
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Investing Q&A: Part 1
Part of the job as a Financial Planner is providing investment advice. We believe it’s important to educate clients so they can have a true understanding of the reasoning behind our strategies and decisions. Not…
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5 Money Tips To Kick Start 2019
Happy New Year! This fresh start is a great time to set your goals for the upcoming year. Here are some ideas for resolutions, of course related to your finances, to get you started off on…
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7 Habits of Our Most Successful Clients
The ability to help guide people during their journey and assist them in achieving their goals is a privilege, and we wanted to share some of the habits of our most successful clients.
Save More for Retirement – Contribution Limits Increased for 2018!
The IRS has increased limits for 2018 – for those of you maxing out your retirement plans and/or HSAs – this is especially important for you!
Study Reveals Physicians In-training are Failing Financially
Are physicians bad with money? This recent study helps answer the question using data collected from 422 medical residents and fellows at Washington University and the University of Arizona. The participating physicians completed a quiz…
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WFP’s Recommended Reads: December 2016
At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of December.
WFP’s Recommended Reads: November 2016
At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of November.
Incentives and Behaviors: What We Can Learn From the Wells Fargo Scandal
If you want to understand a person’s behavior, look no further than at what they are incentivized to do. In fact, this is perhaps the only way to understand how, over the course of the last 5+ years, more than 5,300 Wells Fargo employees managed to open over 2 million unauthorized accounts
Choosing Between Online & Local Bank Savings
A client recently asked the question: Should I switch from my traditional bank savings to a high-yield savings account online?
Online savings accounts offer 10x higher interest rates than traditional brick and mortar banks. On the surface, it seems like an obvious improvement to switch to something paying 10x more interest.