Pivot Points
Lessons from Mom
What my mom taught me about money (whether she realizes it or not): "Do a little bit every day" - If the dishes are done right after dinner, the sink won't be overflowing with dirty dishes tomorrow. Money Translation: if I save a little bit every...
read more How will the new Kentucky teacher pension reform affect you?
On Thursday, March 29th, Kentucky legislature passed Senate Bill 151 which included an amendment to reform Kentucky’s pension system. The changes to the Kentucky Teachers’ Retirement System pension have not fully been revealed at this point but...
read more Weekend Pivot Points – What the ____?
That's what I and many other fiduciary advisors are left asking this week. In a head-scratching decision, a court of appeals decided to overturn the Department of Labor's Fiduciary Rule for financial advisors. Not familiar with the "Fiduciary...
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