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Bruce Hanks | Apr 14, 2022

Is it Time again for Tax-Free Bonds?

Finance
Investments
Tax Planning
Over the past few years, municipal bonds may have fallen out of favor due to the fact that, until recently, the returns in the stock and bond markets were
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Bruce Hanks | Apr 12, 2022

What You Should Know Before Buying Life Insurance

FINRA Reviewed
Insurance
Risk Management

Throughout its recent history, life insurance has been a paradox for many people. It’s greatly appreciated when it is needed most, at the death of a breadwinner

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Elderly woman doing yoga in a park
Bruce Hanks | Apr 7, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Bruce Hanks | Apr 5, 2022

Asset Allocation: The Key to Long-Term Investment Returns

Finance
Investments
Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up
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Bruce Hanks | Mar 31, 2022

Why Should I Buy Whole Life Insurance?

Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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Bruce Hanks | Mar 29, 2022

The 4 Essential Elements of a Retirement Plan

Finance
Retirement
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a
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Bruce Hanks | Mar 24, 2022

Universal Life Insurance as a Financial Management Tool

Insurance
When universal life insurance debuted in 1982, it quickly became a popular alternative to whole life insurance policies which had been losing favor due to its
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Two people having a picnic by a lake
Bruce Hanks | Mar 22, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Bruce Hanks | Mar 17, 2022

The 4 Keys to Effective Investment Diversification

Finance
Investments
At its core, diversification is deliberate uncertainty recognizing that it is difficult to know with particular subset of an asset class, or sector is likely to
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Bruce Hanks | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Bruce Hanks | Mar 10, 2022

A Primer on Life Insurance Costs

Insurance
You’ve spent hours figuring out your life insurance needs, researching products and speaking with agents. You’ve been provided with several premium quotes, and
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Bruce Hanks | Mar 8, 2022

Do You Have a Debt Wish? What Happens to Your Debt after Death

Insurance
Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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444 East Main Street, Suite 112
Lexington KY 40507

859-268-4425 
graceross@wmofky.com 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through Wealth Management of Kentucky Inc. a registered investment advisory firm.

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Investing involves risk, including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance.  Past performance does not guarantee future results.  Consult your financial professional before making any investment decision. 

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