How to Use Spending Plans to Achieve Financial Goals
The best way to improve anything is to track progress to provides a direct comparison from the past to the present. Creating a budget or a spending plan is no different. Tracking where your money is coming in and going out is the best way to measure your current financial
Coronavirus Concerns for Investors: Consider Past Health Crises
During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March1. By all accounts, the drop was largely driven by ever-increasing fears about the
Protect Your Investments in a Pandemic Economy
Smart Financial Moves to Protect Your Investments in a Pandemic Economy: Traditional to Roth IRA Conversion Strategies Investments everywhere are taking a significant hit in the wake of the COVID-19 pandemic, but there are still smart financial moves you can make to minimize the impact and protect future investment
Solution for GASB Standard 84 Changes Set by KDE
The Kentucky Department of Education (KDE) released information regarding the newly effective GASB Standard 84. This governs most of the reporting for School Activity Funds, and districts should start implementing the change now for their fiscal year 2020 audit. To execute this change, Fund 25 and Org code segments will
Maximize Endowments by Leveraging Life Insurance
During your lifetime, there are many drivers for seeking life insurance policies; oftentimes to function as a replacement of income in the event of tragedy or other loss. Each situation is unique; however, and beneficiaries can be set as family members, children, a closely held business or even a business
