D. Whayne Porter, Kentucky Planning Partners

Call Directions Website

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

How familiar are you with the Federal Reserve? Here is a quick history.
10/28/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

10/26/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
10/23/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

There are billions in unclaimed dollars in the US. Is some of that yours?
10/21/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
10/19/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

You’re the conductor of your 401k, IRA and taxable savings.
10/16/2026

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.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
10/14/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Could your portfolio benefit from a zero-coupon bond?
10/12/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
10/09/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Address

9300 Shelbyville Road Suite 1310
Louisville, KY
40222

Alerts

Be the first to know and let us send you an email when D. Whayne Porter, Kentucky Planning Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Nearby accountants