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Blog

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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Hands holding a small wrapped present
Bruce Hanks | Mar 3, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Bruce Hanks | Mar 1, 2022

Does Your Portfolio Embrace Market Volatility?

Finance
Risk Management
Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a low tolerance for volatility. As a result
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Bruce Hanks | Feb 24, 2022

Picking the Brains of the Rich – We Find Some Investment Nuggets

Finance
Investments
Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might
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Bruce Hanks | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Bruce Hanks | Feb 17, 2022

How to Decide Between Term and Whole Life Insurance

Insurance
Once the need for life insurance is determined, the discussion almost invariably turns to the choice of term life insurance versus whole life or permanent
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Bruce Hanks | Feb 15, 2022

Building Your Family Protection Plan

Insurance
Risk Management
Life is full of uncertainty and the best laid financial plans must account for the unexpected. The loss of a loved one is never imagined, but the loss of a
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Bruce Hanks | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Bruce Hanks | Feb 8, 2022

Our Biggest Financial Challenges are often Self-Inflicted

Finance
In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a
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Bruce Hanks | Feb 3, 2022

Universal Life Insurance Explained

Insurance
Universal life insurance was launched in the early 1980’s at a time when interest rates were historically high and its forebear, whole life insurance couldn’t
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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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bhanks@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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