Starting a new year inspires us to set new goals and look forward, usually optimistically, to a brighter and more productive future. For many, this includes tackling our overall financial wellness. In honor of #NationalFinancialWellnessMonth, here are a few tips on how to get started on your financial journey.
Karen McIntyre is a Fiduciary Investment Advisor at Unified Trust Company. She joined Unified Trust in 2012 and has more than 14 years of experience working with high-net-worth clients as well as the emerging affluent in matters of financial management and retirement planning. She is responsible for developing and implementing an ongoing service model for all existing client relationships as well as identifying and cultivating and new relationships with clients, corporations and centers of influence.
Mrs. McIntyre studied finance and economics at Bowling Green State University in Ohio and received a Bachelor of Science in Business Administration from Indiana Wesleyan University. She holds the Accredited Investment Fiduciary (AIF®) designation and is currently working on the Certified Financial Planner (CFP®) designation.
In addition to helping clients plan for and achieve their financial goals, Mrs. McIntyre offers her time as a volunteer for several local charities, is a board member for the Kentucky Craft History & Education Association and is also an active member of the Central Kentucky Planned Giving Council.
Blog Posts From This Team Member
Famously, Ebenezer Scrooge was visited by the three notorious ghosts of his past, present and future, in hopes of learning from the error of his ways. So too, investors can look to their own specters to learn the lessons of successful investment planning and management.
Sales and specials and limited time offers, oh my! It’s that time of year again when holiday shoppers are gearing up for the big gift giving season. Given the special circumstances we face today, traditional shopping and spending is so 2019.
As we approach year end, the holiday season provides a time for us to reflect on our health and happiness and make charitable gifts for those less fortunate. On this Giving Tuesday, I could not think of a better time to do so! While personal financial situations vary, luckily there are several strategies we can use to give charitably that benefits both sides.
Social Security. We pay into it but we’re constantly questioning if we’ll ever see that money when we need it. I was recently interviewed by PLANSPONSOR about how "Social Security Burdens Fall on Younger Workers" and it got me thinking. What are we young savers to do?