Advice for Life
#1 Broker Dealer 2012
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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Life and Death of a \$20 Bill
How long does a $20 bill last?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Probate can be a completely public process, or it can be managed to include as little information as possible.
How to help determine life insurance needs to provide for your family after you pass away.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A quick look at how federal income taxes work.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Recent changes in estate tax laws could affect the strategy you have in place.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.