Two Financial Updates for 2019
Market Update The US bull market is getting long in the tooth. We have just witnessed a V-shaped partial recovery from the rather dramatic sell-off
Scott Neal
March 1, 2019
Scott Neal
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.
Finance
Time for a Financial Physical?
One of the most frequent questions asked by our readers is: “How often should a financial plan be updated?” While we are working toward the
Scott Neal
January 1, 2019
A Mindset Shift
One of my key questions to new clients focuses on what retirement really means. I have heard a wide variety of answers. All too often,
Scott Neal
December 1, 2018
Turning a Deaf Ear to “Shoulda, Coulda, Woulda”
If you’re like me, you’ve likely experienced a sense of regret or disappointment at some time in your life. All too often shame, guilt, and
Scott Neal
November 1, 2018
Crisis and Cures
What exactly constitutes a personal financial crisis? Chief among those crises we have heard about is experiencing an event that consumes all readily available cash
Scott Neal
September 1, 2018
Three Steps to Clearing Financial Clutter
Busyness seems to be a way of life these days. There is much to do and remember as a cascade of information comes at us
Scott Neal
June 1, 2018
Rethinking HSAs and Retirement Planning
LEXINGTON Perhaps you have seen the articles stating the rule-of-thumb that a 65-year-old healthy couple can expect to spend about $250,000 on healthcare over the
Scott Neal
May 1, 2018
The Game of Life
When you were a child, did you ever play a popular board game called The Game of Life? It simulates a person traveling through life,
Scott Neal
March 1, 2018
Taxes: A New Day Has Dawned, or Has It?
This past year, Halloween was barely over when House Republicans introduced their version of tax reform with the goal of getting something into law before
Scott Neal
January 1, 2018
How to Resolve 2017 and Move on
What’s the first thing that pops into your mind as you look back on 2017? Was it a good year? A bad year? A so-so
Scott Neal
December 1, 2017