D. Whayne Porter, Kentucky Planning Partners

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

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
11/04/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
10/30/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

How familiar are you with the Federal Reserve? Here is a quick history.
10/28/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

10/26/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
10/23/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

There are billions in unclaimed dollars in the US. Is some of that yours?
10/21/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
10/19/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

You’re the conductor of your 401k, IRA and taxable savings.
10/16/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
10/14/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Could your portfolio benefit from a zero-coupon bond?
10/12/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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9300 Shelbyville Road Suite 1310
Louisville, KY
40222

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