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Blog

Eric Douglas | Sep 25, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Eric Douglas | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
estate planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Eric Douglas | Aug 28, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best
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Eric Douglas | Aug 14, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Eric Douglas | Aug 1, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Eric Douglas | Jul 24, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Eric Douglas | Jul 10, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Eric Douglas | Jun 26, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Eric Douglas | Apr 19, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Eric Douglas | Apr 19, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Eric Douglas | Apr 19, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Learn how a tailored financial plan can help you live the lifestyle you want

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Family Wealth Planning Partners is a Lifestyle Planning firm that educates and supports people as they grow, preserve, and transfer their wealth to the next generation.

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9200 Shelbyville Road
Suite 103
Louisville KY 40222
502-200-5210

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