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Ross Kline, CWMS®
- Mar 22
- 1 min
Case Study: The $285,840 Tax Bill
A real estate investor couple moving to Kentucky to retire was planning to sell their properties and buy new ones closer to their new home..
1 view


Ross Kline, CWMS®
- Mar 17
- 1 min
Being a "Fiduciary"
Read about a time when I put my client's interests above my own, at my own expense, because it's the right thing to do.
9 views


Ross Kline, CWMS®
- Feb 21
- 2 min
How Compound Interest Works
In this short post, learn the difference between simple and compound interest, and simple calculation for projecting returns.
3 views


Ross Kline, CWMS®
- Feb 14
- 9 min
Retirement Planning Guide | 2022
Saving money during your working years to ensure you don't run out of money after you retire is a very wise decision! So kudos to you for...
37 views


Ross Kline, CWMS®
- Jan 1
- 5 min
Tax Strategies | 2021-2022
Use these 4 strategies to reduce your taxes so that you can use that money to build your wealth!
51 views


Ross Kline, CWMS®
- Jan 1
- 1 min
Success Podcast: Jonathan Vaught | McAllen Solutions
You'll enjoy hearing how Jon's passion for solving problems and his love for innovation lead him to starting an IT firm at the age of 21...
2 views


Ross Kline, CWMS®
- Jan 1
- 5 min
Goal Setting Guide | 2022
While, as a whole, the future is out of our control, our individual futures are surprisingly controllable. This article will teach you how!
25 views


Ross Kline, CWMS®
- Nov 15, 2021
- 1 min
Success Podcast: John Logan | CrossFit Infinity
You'll enjoy hearing about the journey that led john to opening a CrossFit gym, and how owning a business can be about more than money...
3 views


Ross Kline, CWMS®
- Nov 4, 2021
- 4 min
Wealthy vs Rich. What's The Difference?
"Isn't that the same thing?" I would argue they have very different meanings and you can't be both! Read this article to find out why!
36 views


Ross Kline, CWMS®
- Oct 25, 2021
- 3 min
Are Solar Panels A Good Investment?
Interested in installing solar panels? Read this article before making any decisions to ensure you are making the right choice!
20 views


Ross Kline, CWMS®
- Oct 15, 2021
- 1 min
Success Podcast: Wade King | Frankfort Animal Clinic
You'll enjoy hearing how Wade found his calling for being a veterinarian, eventually purchasing the practice from his father, and how he's..
5 views


Ross Kline, CWMS®
- Sep 30, 2021
- 8 min
Will Cryptocurrency Replace Fiat Currencies?
Cryptocurrency has certainly generated a lot of buzz, but it is actually a viable means of payment? Find out in this article.
65 views


Ross Kline, CWMS®
- Sep 15, 2021
- 1 min
Success Podcast: Ann Wingrove | Completely Kentucky
You'll enjoy hearing how working for the Forestry Service led her to opening a shop that showcases local artists, and about her passion...
0 views


Ross Kline, CWMS®
- Jun 11, 2021
- 1 min
Success Podcast: Joe Hancock | Whitehead-Hancock
You'll enjoy hearing about how he started a newspaper route and a lawn care business, all before the age of thirteen, and the powerful...
2 views


Ross Kline, CWMS®
- May 13, 2021
- 1 min
Success Podcast: Nathan Depenbrock | Canoe Kentucky
You'll enjoy hearing how his early work as an Australian animal tour guide fostered his passion for storytelling and how community has...
2 views


Ross Kline, CWMS®
- Apr 2, 2021
- 1 min
How Oil Prices Affect The Economy
Learn why oil prices are a big deal, and how it affects you and your business.
4 views


Ross Kline, CWMS®
- Apr 1, 2021
- 1 min
How Structured Insurance Products Work
Learn about this relatively new financial tool. How it works, and who they are best for!
17 views


Ross Kline, CWMS®
- Mar 31, 2021
- 1 min
The Difference Between Mutual Funds And ETFs
Learn the difference and advantages of these two common investments.
7 views


Ross Kline, CWMS®
- Mar 23, 2021
- 2 min
Is Bitcoin A Good Investment?
Hear what a licensed financial planner and investment advisor has to say about the hot topic of investing in cryptocurrency.
32 views


Ross Kline, CWMS®
- Mar 19, 2021
- 1 min
How Buy/Sell Agreements Work
Buy and sell agreements are commonly used by sole proprietorships, partnerships, and closed corporations in an attempt to smooth transitions
3 views