Align Wealth Management

09/03/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

08/26/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

08/24/2026

A good reminder as we move through the week: You don't have to have everything figured out to take the next step.

Many of the best opportunities in life begin with a willingness to start before the path is perfectly clear.

08/21/2026

This week, team members from across our offices gathered in Owensboro for time focused on planning, collaboration, and looking ahead. Just as important, we had the chance to catch up, strengthen connections, and enjoy being together outside of our usual day-to-day routines.

We’re grateful for a team that continues to grow stronger by working together, sharing ideas, and supporting one another.

08/20/2026

Habits of long-term savers: Avoiding lifestyle creep

As income grows, spending often grows too.

Many successful savers are intentional about increasing savings alongside income increases.

Small decisions can add up over decades.
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08/18/2026

Stay informed on financial planning, stock market and economic impacts and personal finances - even before becoming a client. Through our monthly newsletters, you'll get a sense of the personalized financial advice you will receive from our practice.

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08/14/2026

Drew is at the Ameriprise Financial Circle of Success National Conference in Denver meeting with some of the most successful advisors in our industry. We can’t wait to share what he is learning from them – and how we can put all those great conversations to use for you.

08/13/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

08/12/2026

Happy Birthday, Dora! Thank you for your hard work, kindness, and the positive energy you bring each day.

08/11/2026

Helping adult children while staying focused on your own goals

Many parents want to support their children with college, housing, or other expenses.

The challenge is balancing those desires with your own retirement goals.

Finding the right balance often starts with open family conversations.
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