The Tax Cuts and Job Act of 2017 (TCJA) has many provisions that are set to expire at the end of 2025. This could have quite an impact on both individuals and business owners unless measures are taken by Congress to preserve the expiring line items. For the...
Fred Strecker
A Little Preparation Goes a Long Way
When it comes to planning for the future, we often focus on our big picture goals like retirement savings, planning for college and other milestones while overlooking simple steps and conversations that can make a big impact. Something as simple as completing an In...
Don’t Just Budget for Retirement, Budget for Fun
Summer in the Bluegrass state is fast approaching, but the fun and festivities associated with this warmer weather have been in full force for several weeks now. Being a Louisville native, the Kentucky Derby has always been my unofficial kickoff to summer. And with...
Get Ready for Back-To-School with 529 plans
For many Americans, summer means pool days, baseball games, and perhaps a summer vacation. While we’re all enjoying more time outdoors (or indoors away from oppressive heat waves), the dog days of summer also mean back-to-school season is looming right around the...