Steve Watkins, AAMS, BFA, CKA

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Louisville, KY
Steve Watkins, AAMS, BFA, CKA

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Helping people lead better financial lives.

11/02/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

10/30/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

10/28/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

10/26/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

10/23/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

10/21/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

10/20/2026

🏔️ A Reminder to Keep Climbing

Standing at Guadalupe Mountains National Park reminded me that some of the most rewarding journeys require patience, perseverance, and faith.

Life is much the same. Whether we're navigating a difficult season, pursuing a meaningful goal, or planning for the future, we won't always see the entire path ahead. But we can take the next step with confidence, trusting that God is with us along the way.

“I lift up my eyes to the mountains—where does my help come from? My help comes from the Lord, the Maker of heaven and earth.” — Psalm 121:1–2 (NIV)

My encouragement to you today: Don't let the challenges in front of you cause you to lose sight of the bigger picture. Keep moving forward, stay grounded in what matters most, and trust God with the journey. Sometimes the greatest growth happens one faithful step at a time.

Wishing you a week filled with renewed perspective, purpose, and peace. 🙏

10/19/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

10/16/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

$Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...$

10/14/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Address

Louisville, KY
40202

Telephone

+15027361197

Website

https://www.gilliammease.com/

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