LPL Financial At-A-Glance
Advice for Life
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 focus on eliminating 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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Knowing the rules may help you decide when to start benefits.
Second marriages are a trigger event to revisit any existing estate strategies.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a quick guide to checking to see if you have unclaimed money.
It’s never a bad time to speak with your financial advisor about changes in your situation.