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Tuesday, March 31, 2020

Below is a report from our Investment Advisor firm, American Capital Management, regarding the recent market volatility and the coronavirus pandemic. People are asking a lot of questions, such as how long the pandemic will last, what...

 

Monday, March 30, 2020

Anxiety and fear are at an all-time high right now due to COVID-19. People are losing their jobs, becoming ill, quarantined in their homes, or dying and bills are still due. In an effort to alleviate the stress, the Federal government...

 

Thursday, March 26, 2020

The $2 trillion stimulus plan to be voted on by the Senate Wednesday includes a temporary waiver of required minimum distribution rules for certain defined contribution plans and IRAs for calendar year 2020. The provision, according to...

 

Monday, March 23, 2020

You should hire a CPA when: You own a business: Most people know and understand business deductions. What one business can deduct as an expense may not be applicable to your business. A doggie daycare could deduct dog food as an...

 

Tuesday, March 17, 2020

The coronavirus pandemic is generating a lot of fear and panic across the globe and is no less felt at home. The market impact has been severe in the short-term and while we do not yet know the full economic impact that the coronavirus...

 

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Thursday, December 19, 2019

Our very own team members, Calinda Young and Dacia Grimes, made the front cover of the December 2019 edition of AdviseHer, a publication of Women in Insurance & Financial Services (WIFS). Over 300 people gathered for the WIFS 2019...

 

Wednesday, November 20, 2019

In case you missed our Monthly Market Insights email on November 8, 2019, below are some of the economic indicators that were reported for October 2019. The economy has been experiencing a very gradual slowing in 2019.

 

Thursday, October 31, 2019

If you have known us for a while, you may have already realized that our logo and colors have changed. Since we are preaching the importance of having a vision for your life so that you can invest with purpose, we thought it would be...

 

Friday, October 25, 2019

We had a great time with our clients and other guests last night at Total Wine & More. Our hosts, Crystal and Liam, led us on a journey of world wines and cheeses. We sampled 8 pairings of different wines with cheeses. We appreciate...

 

Monday, October 21, 2019

Last week, Mark and I attended the National Conference for Women in Insurance & Financial Services at the Galt House right here in Louisville, KY. Calinda is the President of the Louisville Chapter and Dacia is also a member....

 

Friday, October 11, 2019

Caregivers take note! Your health is just as critical in helping the person under your care as the care you provide. We understand that being a caregiver can be mentally and physically demanding. It’s not uncommon for the heavy...

 

Sunday, September 1, 2019

The WealthCare team took a trip to visit the Marketing Squad team on Friday, August 30, 2019. The "Squad" is a team of digital marketing professionals working together to help us tell our story and grow our business. They can help you...

 

Sunday, September 1, 2019

A big "Thank You" to everyone who came out for WealthCare's Ice Cream Social at Graeter's Ice Cream on Thursday, August 29, 2019. Fifty-three people came to the event. We had a great time.

 

Friday, August 23, 2019

Check out the video, Kevyn's Story. Kevyn's family fled from Venezuela and arrived in the United States with only four suitcases. Learn what happened next, and how Eastern Area Community Ministries (EACM) helped them adjust to life in...

 

Monday, August 19, 2019

I like Chinese cuisine, and the fortune cookie is the ritual ending to every Chinese restaurant experience. I was told once that I should finish eating the cookie before reading my fortune -- it is supposed to bring good luck. While I...

 

Monday, July 29, 2019

Have you ever heard of Oswald the Lucky Rabbit? I was at Disney World with my family last week and my daughter, Breanna, bought a pin of Oswald, similar to the picture that I have included in this blog. While the image looked familiar,...

 

Thursday, July 25, 2019

By Catey Hill, MarketWatch Updated June 25, 2019 / Original June 23, 2019 A comfortable retirement doesn’t come cheap. While you may hear stories of people retiring on as little as $2,000 a month, the reality for most of us is...

 

Monday, July 15, 2019

We choose to go to the moon in this decade and do the other things, not because they are easy, but because they are hard, because that goal will serve to organize and measure the best of our energies and skills, because that challenge...

 

Monday, July 15, 2019

On Thursday, July 11, 2019, Mark and I had the opportunity to provide lunch for the Eastern Area Community Ministries church representative meeting. Representatives from the local supporting churches come together every quarter to...

 

Monday, July 8, 2019

In last week's blog post, I shared an amazing video (Know Your Why) from Michael Jr. where he emphasized the importance of knowing why you do what you do. I received some feedback from readers that the video links in the post were not...

 

Tuesday, July 2, 2019

Check out this excellent video, Know Your Why. In just under 4 minutes, comedian Michael Jr. gets it right. This is a great illustration for knowing understanding why and knowing your purpose in life. I saw this clip a few of weeks ago...

 

Tuesday, March 5, 2019

We had a great time at the Eastern Area Community Ministries' (EACM) Annual Fundraising Dinner, "Eat, Drink, and Be Giving!" on Saturday, March 2, 2019. Churches, local businesses, and individuals came together to support EACM's...

 

Tuesday, February 5, 2019

In November 2018, Mark and I joined Adult Financial Education Services (AFES) as instructors. Since then, we have taught 6 classes at Bellarmine University, covering such topics as Maximizing Social Security, Tax-Advantaged Planning,...

 

Friday, January 4, 2019

Great news for the economy as the U.S. gained 312,000 new jobs in December 2018. Also, job numbers for October and November 2018 have been revised to add 58,000 more jobs to the previous numbers. Unemployment rose in December 2018 from...

 

Monday, December 10, 2018

While there are many sound investment approaches, I am going to talk about five that have the potential to benefit the greatest majority of investors. Understanding these strategies could help improve your portfolio’s long-term...

 

Tuesday, September 11, 2018

We want to thank everyone who came out to our Wine Tasting Event at Westport Whiskey & Wine on August 21, 2018. Everyone had a great time.

 

Tuesday, August 28, 2018

If you look there, in the future, just before the horizon the sun sheds its closing rays engulfing you in the freedom you planned for today. That freedom is what drives me, it’s the reason behind everything I do to develop a new...