D. Whayne Porter, Kentucky Planning Partners

D. Whayne Porter, Kentucky Planning Partners Certified Financial Planner CFP®

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
05/29/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
05/27/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Check out this video on taxes.
05/25/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Concerned about the social impact of your investments?
05/22/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Sector investing may present an opportunity — if you do your homework.
05/20/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
05/18/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

An ILIT could play a role in your estate strategy.
05/15/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
05/13/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/11/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

You’re the conductor of your 401k, IRA and taxable savings.
05/08/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Address

9300 Shelbyville Road Suite 1310
Louisville, KY
40222

Telephone

+15023940400

Website

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