Advice for Life
#1 Broker Dealer 2014
The Advice for Life approach recognizes that we’re all on a special journey—and that each of us requires a roadmap to help us get to where we want to be. This disciplined planning process has helped other KPP clients eliminate debt, better understand the financial decisions that support their situation and improve family communication regarding money issues.
At KPP, we believe that adopting a holistic planning approach that focuses first on your life goals and aspirations may improve the chances of achieving the future that you envision.
Don’t let your dreams fade. Call today for a consultation. Together we’ll chart a path to your future.
Before we get down to crunching numbers we will talk about the things that are most important to you—family, community, pastimes, church. I’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.
Based on what we discuss in the discovery phase, KPP will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will consider the financial implications for each goal we discuss and construct the framework for a plan that supports them
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
Just when you make plans, life happens—and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. Kentucky Planning Partners, LLC will help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A quick look at how federal income taxes work.
It's important to understand how inflation is reported and how it can affect investments.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?