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Travis Jaggers
4969 US Highway 42
Ste 1600
Louisville, KY 40222-6390
T: 502.329.2358
TF: 800.236.9116
F: 502.329.2072
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You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
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Business Ownership
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
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Tax Planning
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
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Markets & Investing
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
Financial resolutions for 2025
Start the new year right by reviewing and revamping your financial plan.
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Retirement & Longevity
The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
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Family & Lifestyle
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
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Family & Lifestyle
Infographic: Find the words to connect with your loved ones
8 questions to ask your family during the holiday season.
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Family & Lifestyle
The 10-year rule for retirement accounts: How new guidelines could impact your IRA beneficiaries
The SECURE Act’s 10-year rule for retirement account beneficiaries is ready for implementation. See how it could impact your wealth and wealth transfer plans.
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Retirement & Longevity
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