Financial Planners Shepherdsville KY

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Scott Neal
D. Scott Neal, Inc.
(502) 459-7199
950 Breckenridge Lane, Suite 115
Louisville, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, M.Div., MBA

Jerome Zimmerer
D. Scott Neal, Inc.
(502) 459-7199
950 Breckenridge Lane, Suite 115
Louisville, KY
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

Gregory Curry
Pillar Financial Advisors, LLC
(502) 384-3890
3046 Breckenridge Lane
Louisville, KY
Expertises
Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CPA/PFS

Mr. Jonathan D Upton, CFP®
(502) 961-6550
5151 Jefferson Blvd
Louisville, KY
Firm
Lamkin Wealth Management
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Ms. Shannon Budnick, CFP®
(502) 625-2513
P.O. Box 34290
Louisville, KY
Firm
Stock Yards Bank and Trust Comp

Data Provided by:
Lisa Archer
Archer Financial Planning, LLC
(502) 403-1085
8401 Shelbyville Road, Suite 108
Louisville, KY
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, College/Education Planning, Insurance Related Issues, including Annuities, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Chris Parker
(502) 297-1506
12700 Townepark Way
Louisville, KY
Firm
Parker Financial Planning, LLC
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, High Net Worth Client Needs, Middle Income Client Needs
Designations
CFP®

Mr. Mark T. Lamkin, CFP®
(502) 961-6550
5151 Jefferson Blvd
Louisville, KY
Firm
Lamkin Wealth Management
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided by:
Nicholas A. Nielsen, CFP®
(502) 581-5200
7603 Outer Loop
Louisville, KY
Firm
PNC Investments
Areas of Specialization
Asset Allocation, Banking, Budget Development, Debt Management, Investment Management, Investment Planning, Men's Finances

Data Provided by:
Mr. Jerry W Davis, CFP®
(502) 448-7998
1728 Gagel Avenue
Louisville, KY
Firm
Davis Financial Services, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Government and Military

Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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