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

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

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?

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]

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