ISSUE 144: Special Section

Know A Good Doctor? We Do.

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 or by calling 1.800.344.9098.


Will I Be Okay?

One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am I going to be okay?”

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Financial Planning Upgrades

For the past decade, we have advised that there is a better, more client-centric, method of financial planning than the one traditionally embraced by advisors.

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Time for a Talk

Long-term care, often interpreted as a euphemism for nursing home residency, is hard to think about. And even harder to discuss. “It won’t happen to

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Mirrors and Windshields

While practicing as a CPA, our firm ran an ad that compared the relative dimensions of the rear view mirror to that of the windshield

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The Seat Belt Light Is On

One of my favorite books, for many reasons, is The Fourth Turning, by William Strauss and Neil Howe. It begins with the line, “America feels

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A Different Kind of Plan

According to a recent poll, 41 percent of baby boomers who have a living parent are providing some sort of personal care, financial assistance, or

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Financial Miscellany

In keeping with the news and the season, there are several topics to discuss this month. Here a just a few. NEGATIVE INTEREST RATES. The

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Looking Inward

August 2015 was an inauspicious month for equity markets around the world. Although the sell-off decelerated as the month drew to a close, our own

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