Scott Neal, CPA, CFP, is the president of D. Scott Neal, Inc., a fee-only financial planning and investment advisory firm with offices in Lexington and Louisville. Reach him at scott@dsneal.com or by calling 1.800.344.9098.
In the aftermath of the Great Recession of 2008, I recommended to our readers the bestselling book, The Fourth Turning: An American Prophecy by historians
Some of the more difficult conversations for many clients involve creating an estate plan. That is a plan that necessarily deals with what happens when
Last month, a longtime friend told me a story about a 78-year-old acquaintance of his who had lost a very significant amount of money last
Remember 2019? Congress passed a huge piece of legislation called the Setting Every Community Up for Retirement Enhancement Act of 2019. It became known as
Have you looked at your investment portfolio lately? I dare say that many of you don’t even want to go there. Rest assured that you
About a month ago, while visiting our college student in Chicago, my wife and I took a stroll down Michigan Avenue (one of my hobbies
I am sure that it goes without saying, but I will say it anyway: On so many fronts these are challenging times that we live
The current economy, marked by the combination of high and rising inflation, low unemployment, and the near-zero interest rate policy by the Federal Reserve, is
My high school basketball coach put up a poster in our locker room. In rather large bold print it read, “Learn from the mistakes of
Investors face several types of risk, and I contend that it is a mistake to get so focused on just one that the others get
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