Your Cool Family Banker

Your Cool Family Banker Would you like to get out of debt completely (including mortgages, student loans, credit card, and automobile loans) in 9 years or less, GUARANTEED?

There are a lot of changes occurring in the Medicare market this fall. If you are confused or need clarification, we are...
10/16/2025

There are a lot of changes occurring in the Medicare market this fall. If you are confused or need clarification, we are always available to talk!

Immediate annuities, which can be an attractive option because the owner pays the principal (usually in a lump sum) and ...
10/15/2025

Immediate annuities, which can be an attractive option because the owner pays the principal (usually in a lump sum) and instantly begins receiving a guaranteed stream of payments that can last for a preset amount of time or even for a lifetime.

State Continuation Coverage is a state-based requirement similar to COBRA that applies to group health insurance policie...
10/14/2025

State Continuation Coverage is a state-based requirement similar to COBRA that applies to group health insurance policies of employers with fewer than 20 employees. In some states, state continuation coverage rules also apply to larger group insurance policies and add to COBRA protections.

"Change your thoughts and you change your world."
10/10/2025

"Change your thoughts and you change your world."

A ”Complex Trust” is a trust that is to be distinguished from a simple trust in the fact that it permits accumulation or...
10/09/2025

A ”Complex Trust” is a trust that is to be distinguished from a simple trust in the fact that it permits accumulation or distribution of current income during the tax year and provides for charitable contributions.

With Life Insurance, a “Living Benefit” is an advance cash payment of a portion of the insurance before the insured pers...
10/08/2025

With Life Insurance, a “Living Benefit” is an advance cash payment of a portion of the insurance before the insured person dies. It allows for financial assistance to the insured individual while he or she is still alive.

Deadline Alert: The Medicare Annual Enrollment Period will start on October 15th. Please contact us with any questions y...
10/07/2025

Deadline Alert: The Medicare Annual Enrollment Period will start on October 15th. Please contact us with any questions you might have.

Reminder: The Medicare Annual Enrollment Period will start on October 15th. Please contact us with any questions you mig...
10/06/2025

Reminder: The Medicare Annual Enrollment Period will start on October 15th. Please contact us with any questions you might have.

“It is not so much our friends' help that helps us, as the confidence of their help.”
10/03/2025

“It is not so much our friends' help that helps us, as the confidence of their help.”

Fast Fact: 50 percent of Millennials (ages 28-43) own life insurance.
10/02/2025

Fast Fact: 50 percent of Millennials (ages 28-43) own life insurance.

Wellness After 60: Walking is more than just movement – it’s medicine for your body and mind. Start with 10-15 minutes o...
10/01/2025

Wellness After 60: Walking is more than just movement – it’s medicine for your body and mind. Start with 10-15 minutes on level ground, gradually building to 30 minutes. Can’t do 10 minutes? Start with 5 or break your walks into several 2-minute sessions throughout the day. Continue to increase your time as you gain endurance.

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2808 Palumbo Drive, #204
Lexington, KY
40509

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+18596540120

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