关于我们
At Joule Financial we help clients in identifying and achieving their financial goals through financial planning and focused execution. We are a fee-only fiduciary, mandated to put the best interest of our clients before our own. We adhere to time-tested disciplined methodologies of financial and estate planning with the goal of achieving quantifiable results from our wealth management and investment process.
- 网站
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https://www.joulefinancial.com
Joule Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Lexington，KY
- 类型
- 私人持股
- 创立
- 2001
- 领域
- financial planning、wealth management和investment management
地点
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主要
获取路线
1216 S. Broadway
US，KY，Lexington，40504
Joule Financial员工
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Vinson Bunting
Operations Associate @ Joule Financial Loan Officer @ EMB Mortgage Group
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Georgia L. Kilgore
Administrative Support | Creative Thinker | Strong Communicator | Self-Learner (Googler) | Cheerleader for Others | "When you know what you want, and…
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Logan Gilland
Advisor at Joule Financial
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Allie Howard, CPA, MBA
Financial Planner
动态
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Young adults today face immense pressure to succeed, often feeling the weight of expectations from society, family, and themselves. However, with the right guidance and strategies, they can navigate these challenges and build fulfilling lives that reflect their true aspirations and values. Click below to read about three tips for young adults ??
3 Important Tips for Young Adults to Set Themselves Up for Success
Joule Financial，发布于领英
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?? This week's newsletter dives into escalating tensions in the Middle East, the economic impact of Hurricane Helene, and a surprisingly strong jobs report in the U.S. #MiddleEast #Helene #Jobs
Weekly Review –?Middle East Tension Mounts
Joule Financial，发布于领英
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Always a great time joining the CNBC folks for Three Stock Lunch! https://cnb.cx/3XUIWyB $NVDA $LEVI $HIMS
3-Stock Lunch: Nvidia, Levi Strauss & Co & Hims & Hers Health Inc
cnbc.com
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Required Minimum Distributions (RMDs) are like the flies that the government sprinkles into your retirement punchbowl. If not handled properly, many retirees suddenly find themselves paying significantly higher taxes in retirement than they did in their working years. These mandatory withdrawals from your IRA or 401(k) are crucial to strategically plan for in any retirement plan. Understanding the details of RMDs can help you make more informed financial decisions. Read from Logan Gilland, CFP? about three essential things to know about RMDs, along with a couple of strategies to help avoid paying excessive taxes on these distributions.
Copy of 3 Things to Know About RMDs
Joule Financial，发布于领英
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The Joule team loves working together to be the best at what they do! Each Friday we press pause to refine every aspect of accomplishing our goal to provide simply excellent service for everyone we work with. This season we’re focusing on Unreasonable Hospitality by Will Guidara and discussing how to make our interactions even more genuinely impactful than they already are!
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?? As markets reach new highs and optimism continues to build, the contrarian perspective may be worth observing. Stretched valuations and shifting investor psychology may indicate the need for a more cautious approach moving forward. #Investing #Markets #AllTimeHighs
Playing the Contrarian
Joule Financial，发布于领英