Most of us know that net worth, or a personal financial statement, is a report that summarizes what we own and what we owe. But why do we spend time updating this report with our advisor and inquiring about assets and liabilities? Knowing your overall net worth is an important piece of the planning puzzle and helps to shed light on your overall financial health.
With the end of 2021 quickly approaching, there is still time to take advantage of many tax planning opportunities for this year. Below are several planning ideas that may be applicable to you and your family.
MCF is pleased to announce the addition of Shannon Dalcour, Client Associate, and Matt Rose, Associate Advisor.
KENTUCKY – September 2021 – MCF is pleased to announce the addition of Jacob Hensley, Financial Planner. Hensley is a Certified Public Accountant based in MCF’s Covington office.
June 17, 2021 – MCF is pleased to announce it has been named number 10 in the Kentucky Chamber of Commerce’s Best Places to Work in Kentucky - Small Business Category. This is the third year MCF has been honored with a top 10 place on the list. See the entire list here.
Join Sr. Financial Advisor, Steve Wright, CFP®, CRPC®, as he explores Elder Law with Parker Clifton, Elder Law Attorney.