November 3, 2015

10 Things I Know to be True: Mickey O’Neill, On Retirement & Legacy Planning

Mickey ONeill

Our featured columnist is Mickey O’Neill, founder of Retirement Answers, an organization dedicated to educating consumers and connecting them with local, qualified retirement-oriented professionals. As a marketer who has spent much of his career helping financial advisors craft their public outreach, Mickey brings a unique perspective to the retirement and…[MORE]

October 12, 2015

Are You a Primary Caregiver?

IA wheelchair

What happens if you are not able to provide care for your loved one when you are expected to be the one doing so? When we talk with clients who are currently in or nearing retirement, a large part of their daily obligations consist of caring for a family member….[MORE]

August 19, 2015

Loan Carefully

LoanCarefully_featured image

In life, there are a few certainties that you can rely on. If your friends or family think you have money to spare, many are likely to ask for a loan. Responding to a request from friends or family can be difficult, and there several things you should consider before…[MORE]

May 14, 2015

Don’t Call It the Silver Tsunami

IA retirement photo

The term Silver Tsunami refers to the generation that is currently 65 and older and is quickly approaching the age of retirement like (for lack of a better term) a wave.1 While many dislike the name for its negative connotation toward some of our most distinguished members of society, it…[MORE]

April 6, 2015

Documents You Need Before You Die: Relationships

Whatever You Do_Smart People

In this relationship installment of our Essential Documents series, we focus on the relationship documents you need to ensure you have compiled.  Keep them safely stored but accessible- so that the complicated process of losing a loved one can be made easier to navigate for your loved ones. To view…[MORE]

March 16, 2015

Documents You Need Before You Die: Health Records


Life is a precious gift. While youth often convinces us that we will live forever, there will come a time for us to leave this physical world. One of the greatest gifts you can give your family when you pass on is to have your affairs in order. Throughout this…[MORE]

March 2, 2015

Documents You Need Before You Die: Retirement Planning & Insurance

Generations_2 Hands_Kiyosaki

In our 4th installment of Essential Documents You Need Before You Die, we focus on the retirement planning and insurance documents you need to compile. To view an infographic summary of all the 30 Documents You Need Before You Die, click here. At different stages of your life, you’ll have different…[MORE]

February 17, 2015

10 Things I Know to Be True: Bob Mueller

Bob Mueller

Our featured columnist is Bob Mueller, Vice President of Development for Hosparus, of the non-profit Community Hospices. As a priest of the United Catholic Church and a member of the Federation of Christian Ministries, Bob brings a rich understanding to the spiritual and emotional dimensions of life. He is a highly…[MORE]

February 5, 2015

Documents You Need Before You Die: Banking & Investments

Best Info

Throughout this essential documents series, we will review the documents we suggest having safely stored—but accessible—in order to make the complicated process that comes with losing a loved one easier to navigate for your loved ones and charities. In this installment, we focus on necessary documents pertaining to banking and investments….[MORE]

January 26, 2015

Documents You Need Before You Die: Assets & Ownership

Divided Inheritance

One of the greatest gifts you can give your family when you pass on is to have your affairs in order. Throughout this series, we will review the documents we suggest having safely stored—but accessible—in order to make the complicated process that comes with losing a loved one easier to…[MORE]

January 11, 2015

Documents You Need Before You Die: The Basics


Life is a precious gift. While youth often convinces us that we will live forever, there will come a time for us to leave this physical world. One of the greatest gifts you can give your family when you pass on is to have your affairs in order. Throughout this…[MORE]

December 12, 2014

The Planner


The journey to becoming The Planner was one that took time, experience and the help of like-minded financial advocates. Learn how The Planner became a Certified Financial Planner and formed the ultimate team of financial heroes known as G.U.A.R.D.

December 1, 2014

4 Steps to Avoid Retirement Roadblocks

Retirement Derailers-4 Steps to Avoid Retirement Derailers

No one is immune to major life changes, but there are some tips that can help ensure that your retirement isn’t derailed:[1] 1. Start saving now Albert Einstein once reputedly said, “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays…[MORE]

November 18, 2014

Retirement Roadblocks: Getting Back on Track

Retirement Derailers-Getting Back on Track

Despite your best laid retirement plans, almost everyone reaching the major life milestone of Retirement will encounter one Retirement Roadblock along the way, and most will experience more roadblocks.[1] It’s not uncommon to have your retirement derailed by unexpected circumstances that may severely change your retirement plans. While no one…[MORE]

November 3, 2014

Top 10 Retirement Roadblocks

Retirement Derailers­Top 10

Americans spend more time planning a vacation or their next car purchase than they do on retirement planning.[1] This is totally understandable as there are many factors to consider when planning for your retirement. While you may find yourself feeling overwhelmed, retirement is something that everyone should spend some significant time planning. Retirement…[MORE]

September 9, 2014

Identity Theft: ATM Skimming


Have you ever been at an ATM and someone came a little too close while you were making a withdrawal? Did your instincts warn you that the person was potentially trying to steal from you? While that may be how some try to skim from an ATM, there are many…[MORE]

August 25, 2014

Identity Theft: Email Scams


Similar to phone scams, fraudulent emails attempt to gather general and sensitive information from you to steal from you. Emails can be the most dangerous entryway to your personal security. Cybercriminals include links in their emails attempting to expose your computer to viruses and malicious software, which can give them…[MORE]

August 11, 2014

Identity Theft: Phone Scams


In this day and age, there are many ways that criminals can obtain confidential information in order to steal your money and your identity. Phishing is one of them and no one is immune to their attempts. This rampantly spreading scam occurs when a criminal poses as a legitimate company—often…[MORE]

June 5, 2014

Saying ‘I Don’t’ to Wedding Debt


Wedding bells are ringing, but that doesn’t mean your wallet has to be left stinging! Wedding costs are reaching an all-time high, averaging a whopping $29,858.1 It may be hard to understand how the bill can get that high for so many people, but the wedding industry is good at getting…[MORE]

March 11, 2014

10 Things We Know to Be True: Being Independent Financial Planners

IA Shield with TM

We thought we would stir things up a bit, and feature ourselves as the 10 Things columnist this month. Being independent in the financial service industry is an asset.  Here’s our take on what being an independent financial firm means for us and our clients. 10 Things We Know to Be…[MORE]

January 30, 2014

The January Hangover


It’s that time of the year. The weather is cold, the holiday high is over, and the statements start rolling in from the holiday season. The holidays bring in so many ways to indulge in excess that January is often a good time to spend some time in self-review. Whether…[MORE]

January 17, 2014

Lieutenant Life Insurance

Lt. LifeInsurance Infographic_1.8.14

As one of the most versatile and powerful financial superheroes, Lieutenant Life Insurance uses his super strength, knowledge and ambidexterity to help meet your family’s needs as they evolve throughout your lifetime and beyond.

December 16, 2013

10 Things I Know to Be True: By Charlaine Reynolds

Charlaine Reynolds_Eldercare

This week’s 10 Things features one of our partners, Charlaine Reynolds, an elder care specialist at Age Transitions. She has worked with older adults and their families for more than 17 years in the fields of assisted living, independents at home, skilled nursing, dementia care and hospice. She is a great resource to…[MORE]

November 12, 2013

What is the Depth of Your Financial Advisor’s Knowledge?

infographic explaining the depth of different financial advisors' knowledge

Who is giving you advice? The Search Engine Specialist? The Product Salesman? Investment Answers believes the True Client Advocate can help you leverage sound financial planning based on your needs and goals. Check out our infographic to learn more about how we define a True Client Advocate.

October 23, 2013

Budgeting: Plan Your Life Don’t Stop Living It

Amy and Brian Lindroth

Budgeting is one of the most important skills that can help ensure financial success over a lifetime. After all, “Those who do not economize will agonize.” Confuscius So in that vein of thought, we tapped into the all-star budgeting power of our Client Relations Manager Amy Lindroth and her husband,…[MORE]

September 12, 2013

NCAA Final 4 2012

trolley ride

Kentucky is one of those states where—in close proximity—two excellent college sports programs compete head to head, season after season, sport after sport, in an intense rivalry to be #1. In our state, and in our office, we are blessed to have both the University of Louisville Cardinals and the…[MORE]

September 4, 2013

10 Things I Know to Be True: By Darlys Harmon-Vaught

Darlys Harmon-Vaught, owner of Financial Solutions for Divorce

Darlys S. Harmon-Vaught is our featured 10 Things columnist this month. Darlys is Owner of Financial Solutions for Divorce and works as a divorce financial strategist and mediator, guiding individuals and couples through the complex decision-making process of financial issues, especially in high-net-worth cases, before and during the divorce procedure….[MORE]

August 14, 2013

10 Things I Know to Be True: By Melanie Davis

Melanie Davis copywriter

This week’s 10 Things is from a special member of our team, Melanie Davis. Melanie is the head copywriter for BatesMeron Sweet Design. She’s been instrumental in giving our brand a voice, and she’s a great teacher and sounding board for our creative department. 10 Things I Know to Be…[MORE]

July 30, 2013

Strategic Growth: Louisville Geek

Erik Eckel, MCSE, our Project Manager

Growth within Investment Answers has always been a very organic, natural evolution. We realized expanding our headquarters was inevitable, and we had patiently saved and searched for quite a few years, looking for the right location, time and supporting team before we moved into our new office in Bailey Office…[MORE]

June 4, 2013

10 Things I Know to Be True: By Matt Rettick

Matthew J Rettick

Matt Rettick is our featured 10 Things columnist this month! Matt is well-known in the financial services industry as a forward-thinking businessperson, having worked in the insurance and financial advising industry for over 20 years. You may know him as the founder and host of Check and Balances TV on YouTube or through his work…[MORE]

May 15, 2013

The Power of Local Business: Unified Technologies

phone nightmares

In hindsight, one of the funniest success stories from our expansion into Investment Answers’ new home office is the story about our phone system. The phone system that kept me up at night. I had countless nightmares about Voice over IP (VoIP) phone systems! Actually, this isn’t a complaint about…[MORE]

January 15, 2013

The Adventures of Captain Annuity


Ever wonder why Annuities have stood the test of time? Learn how Captain Annuity can help you achieve you retirement goals as he bypasses the probate process, overcomes a deluge of tax forms and helps to establish a steady income stream.

October 9, 2012

Fund Faceoff: Super ETF vs Mutual Fund Man

Super ETF vs Mutual Fund Man

Ever wonder how ETFs are different than mutual funds? Watch Super ETF face off against Mutual Fund Man and learn how these two investment tools can combine forces to build a powerful portfolio.

October 8, 2012

Business Building in the Mile-High City

Hotel View

One of the most important parts of being an entrepreneur is taking time to build your business. As our coaches say, “Take the time to work on your business and not always in your business.” We place a high value on our Client Experience so we expect the best performance…[MORE]

May 21, 2012

Spending Time with Our IA Veterans at Churchill Downs

How about the view! Investment Answers with veteran clients at Churchill Downs

Investment Answers was truly blessed with a great opportunity to take over the Finish Line Suites at Churchill Downs Racetrack on May 18th. We were able to invite a small group of veterans and their spouses from our Investment Answers family to celebrate Armed Forces Day. What an unforgettable day…[MORE]

January 27, 2012

What It’s Like to Start Working with Investment Answers


In January 2012, Travis Terlau, CEO of Investment Answers, spoke with Checks & Balances TV about how we reach out to our clients and to those in our communities.  How does Investment Answers keep in-touch?  We thought we’d share this video to give you a better idea of what it’s…[MORE]