Meet The Author Katie Pfeifer Partner Kate is a Partner in the Louisville office where she is responsible for developing strategy for onboarding new partnerships, the expansion of existing partnerships, and... Learn More
Financial Planning The Unspoken Risks of Retirement Plan LoansDuring times of financial hardship people are forced to think – when life hands you lemons, take a loan. We get it! High inflation and…
Financial Planning In-Service Withdrawals from Employee Retirement PlansWhile your retirement funds are certainty intended for the long-term, you might be able to take money out of your 401(k), 403(b), or 457 plan…
Retirement Planning Retiring on TimeWhat does “retiring on time” mean? For us, it means retiring on your own terms – being comfortable and confident about when you start your…
Financial Planning Splitting Retirement Accounts in DivorceWhen going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any…
Financial Planning Dividing Retirement Assets in Divorce With a Qualified Domestic Relations OrderRetirement assets are an important issue in any divorce proceeding. After the marital home, retirement assets often represent the largest category of marital assets to…