Broker Check

Blog

Friday, October 9, 2020

I just turned 60 and now all those commercials for seniors are speaking to me, but what’s next? I know that I can start taking Social Security at 62, but is that a wise choice? I can keep working and I love my job. When should I...

 

Monday, October 5, 2020

In fourteen hundred ninety-two, Columbus sailed the ocean blue. Do you remember the above saying? It is a rhyme to help us remember when Christopher Columbus discovered the New World. The words are actually the beginning of a larger...

 

Monday, September 28, 2020

Trick or treat! This October 2020, we will enjoy a Harvest Moon, Hunter’s Moon, Blue Moon, and a Halloween Full Moon. This is a real lunar treat! The Harvest Moon is the full moon closest to the fall equinox, or the official...

 

Thursday, September 17, 2020

Taxes will increase. We cannot grow our way out of our national debt. Taxes have to go up. Most people agree on this. Most financial advisors focus their attention on creating tax-free income for retirement. This is a good starting...

 

Friday, August 7, 2020

Do you remember the movie, Independence Day? Better yet, do you remember Dennis Quaid's line, "Hello boys. I'm back!"?

 

Show All

Wednesday, May 20, 2020

Are you one of the more than 58 million Americans who use a 401(k) plan to save for retirement? As of the end of 2019, 401(k) plans held more than $6.2 trillion, which accounts for nearly 20% of all retirement assets in the United...

 

Thursday, May 14, 2020

It seems like the entire world has revolved around the coronavirus for the past two months. It has changed our way of life, the way we work, and even the way we interact with friends and family. Believe it or not, there have been other...

 

Thursday, May 14, 2020

The stock market crash of 1987. The tech bubble in the early-2000s. The financial crisis of 2008. And now, the coronavirus pandemic. What do all of these things have in common? They all involve sharp market downturns that end a bull...

 

Monday, April 27, 2020

The coronavirus pandemic has launched the country, and the world, into uncharted territory. In much of the world, society is essentially shut down. Schools and large events are closed. People are staying in their homes. Businesses have...

 

Tuesday, April 21, 2020

The coronavirus has taken the world, and the U.S. economy, by storm. After the longest bull market in history, the stock market is now deep in bear market territory.1 Businesses, sports, leagues, and schools have shut down. This is an...

 

Wednesday, April 15, 2020

On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act, which provides economic support to Americans who have been impacted by the coronavirus pandemic. You’re probably familiar with the...

 

Monday, April 13, 2020

Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their tax treatment. As you may know, these accounts are tax-deferred. That...

 

Tuesday, April 7, 2020

The 2020 election cycle is in full swing. It’s primary season, which means the general election is right around the corner. Before you know it, the two major parties will have their conventions and we’ll be heading to the...

 

Wednesday, April 1, 2020

It’s been a volatile few weeks in the financial markets. Up until late January, we were still enjoying the longest bull market in history. In three short weeks, the bull market has ended, and we’ve entered bear market...

 

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...

 

Tuesday, March 24, 2020

The coronavirus is here. It’s impacted every corner of American life and is likely to continue to do so. Colleges have closed. States are closing schools and banning large gatherings. Businesses are closing or cutting hours....

 

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...

 

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...