Charity, Charitable Contributions, Donate, Gratz Park Private Wealth, Lexington, Kentucky

A new year (and decade) is upon us. As we look forward to the new year, we are filled with thoughts of new possibilities and possibly even some resolutions. As such, you may be wondering what more you could do to increase your charitable contributions in 2020, or feel ready to make some donations.   …

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College Expenses, 529 Plans, Gratz Park Private Wealth

  Education costs can be costly. There are many pieces to consider, such as tuition, books, room and board, and other smaller expenses that can burn through any savings like a wildfire. If you are planning ahead on education costs, it may be wise to look into getting a 529 Plan.     What is…

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  We want to ensure that your tax preparation goes as smoothly as possible. To assist you, listed below are 2018 tax year resources along with a schedule for mailing tax documents.   TWO 1099’s Unless you became a client for the first time after our move from Hilliard Lyons, you may receive two 1099’s…

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