D. Whayne Porter, Kentucky Planning Partners

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

Wondering what to tell your financial pro? Check out this quick video for guidance!
06/12/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Why are they made again and again? This piece helps make sense of these errors in judgment.
06/10/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

If you don’t have an estate strategy, here's some reasons why you should.
06/08/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

When it comes to investing, you may be your own worst enemy.
06/05/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
06/03/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

06/01/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

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.

Address

9300 Shelbyville Road Suite 1310
Louisville, KY
40222

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