Wealthquest

05/15/2026

Meet Michael Riney, a University of Kentucky alum that has been helping Wealthquest clients navigate life’s financial decisions with clarity and confidence since 2019. From young professionals to retirees, Michael is passionate about delivering thoughtful, personalized guidance that aligns with each client’s long-term goals.

Outside the office, you’ll find him enjoying Cincinnati with his wife and daughter, playing pickleball, or searching for his next great podcast recommendation.

Michael, we appreciate everything you do!

Have a podcast that you think Michael should tune into? Comment below!

*Full disclosure in company overview.

05/13/2026

Don’t forget! The highly-requested seminar on the five critical years just before and after retirement is coming up tomorrow: Thursday, May 14th! We’ll be covering key planning opportunities that often emerge during this window and some of the emotional challenges retirees face as they navigate this transition.

Check out our website to register for the in-person session (lunch included!) or the virtual option. Bring a friend and get some practical insights to help you approach and navigate retirement with clarity, confidence, and a plan aligned with your long-term goals.

*Full disclosure in company overview.

04/29/2026

Join us Thursday, May 14th for a highly-requested seminar for those approaching retirement.

We will focus on the critical years just before and after retirement—when smart decisions can have an outsized impact on long-term security and peace of mind.

Expect to explore the key planning opportunities that often emerge during this window, including income timing, tax-efficient withdrawal strategies, Social Security considerations, and managing risk as paychecks transition to portfolio income.

In addition to the technical aspects of retirement, we’ll address some of the emotional challenges retirees face as they navigate this transition.

Have a friend who isn’t a Wealthquest client but is interested in discussing these retirement topics? Bring them to the event with you!

Lunch will be provided before the presentation.
Register for the in-person or virtual event by visiting our website.

04/15/2026

🏓 Mark your calendar! Wealthquest’s Annual Pickleball Tournament will be May 2nd at the Pickle Lodge in West Chester.

We’re excited to spend a Saturday morning on the courts with clients. Space is limited, so please register by April 25th to claim your spot (or to join the waitlist if spots are filled!). No need to register if you're just joining us as a spectator.

The tournament is structured for three skill skill Levels:

- Beginner (played fewer than 10 times)
- Intermediate (played 10-30 times)
- Advanced (played more than 30 times)

Balls and paddles will be provided, but you’re welcome to bring your own equipment.

Snacks will be available throughout the tournament, and we will be catering in pizza from Two Cities Pizza shortly after 11:00am.

Doors open at 8:00, from 8:30 to 9:30 there will be open play and 30 minute professionally-led lessons before the tournament begins at 9:30am.

We can’t wait to see you there for an unforgettable day of aces, d***s, and new connections!

Register via our website!

06/16/2025

Our 3-day camp for teens entering 10th, 11th, and 12th grades is quickly approaching!

We’ll look at Personal Finance, Investing, Employment/Entrepreneurship, and College Planning while making the learning both enjoyable and highly pragmatic.

For those interested and able (with parental consent and involvement), students will also be equipped with information and action steps to open their first investment account–whether with Wealthquest or not.

Lunch is provided each day and all participants will receive a free book on personal finance.

We’re excited to meet your teens and help provide them with clarity and confidence with their personal finances!

Email Debby Cook at [email protected] to reserve your child’s spot today.

06/13/2025

Make sure your student is Money Smart!

As your children enter high school, get their first job, and move into the next stage of life, money moments show up more and more. Wealthquest designed the Money Smart Camp to explore the world of money and healthy money habits in a fun and educational environment.

We'll cover topics like:
- Personal Finance
- Investing
- Employment & Entrepreneurship
- College Planning

Email Debby Cook at [email protected] to reserve your child’s spot today.

02/05/2025

If you’re in your 50s and retirement feels like it’s creeping up on you, here are three things you can do to get prepared:

1. Take Stock of Your Finances
Review your retirement accounts, estimate future expenses, and determine when to begin drawing Social Security to balance immediate needs with long-term benefits.

2. Adjust Your Investment Strategy
Shifting from growth-focused investing to a mix that includes income generation and capital preservation can help protect your assets while maintaining steady returns.

3. Form a Tax Plan
It can help to maximize catch-up contributions, use tax-efficient withdrawal strategies, and fund a Health Savings Account if available to prepare for future healthcare costs.

Integrating your investments, taxes, and estate planning can help you approach retirement with clarity and confidence.

Need an experienced team to help you form that strategy as you near retirement? Reach out to our team today to learn more about our “all under one roof” approach to financial planning.

*Full disclosure in company bio.

01/30/2025

If your tax, financial, investment, and estate planning advisors aren’t working together, that leaves you stuck managing the managers and possibly missing opportunities to align your financial strategy.

At Wealthquest, we bring it all together.

Our team integrates investments, financial planning, tax services, and estate planning under one roof, offering a seamless approach for one simple fee.

Simplify your finances. Simplify your life. That’s the Wealthquest way.

If your tax, financial, investment, and estate planning advisors aren’t working together, you are stuck managing the managers and possibly missing opportunities to align your financial strategy.

01/28/2025

What’s the cost of leaving your legacy to chance?

With longer lifespans,
rising healthcare costs,
evolving family dynamics
and more, having a solid estate plan is more important than ever. From healthcare directives to trusts and digital legacies, thoughtful estate planning can help protect your family and preserve your legacy.

Curious about what retirees should consider prioritizing? Read the full article today.

*Full disclosure in company bio.

What should retirees consider when it comes to their estate plans? Let’s look at the importance of estate planning, pieces of a strong estate plan, and common missteps to avoid.

01/24/2025

3 Ways Your Charitable Giving Can Make a Meaningful Difference

Here are three strategies to consider for 2025 to combine world-changing efforts with valuable tax benefits:

1. Donating Appreciated Assets
Gifting stocks or real estate instead of cash may allow you to avoid capital gains taxes and claim a deduction for the full market value of the asset. This can make your giving more efficient while maximizing the value of your contributions.

2. Using a Donor-Advised Fund (DAF)
Contributing to a DAF lets you take a tax deduction upfront while maintaining flexibility to distribute funds to charities over time. Funds in a DAF can also be invested, potentially growing your impact before they are granted.

3. Make Qualified Charitable Distributions (QCDs)
For individuals aged 70½ or older, QCDs allow you to donate directly from an IRA to a qualified charity. This can satisfy required minimum distributions without increasing taxable income, which can be especially beneficial for retirees.

By integrating strategies like these into your financial plan, charitable giving can make a difference in the world and be tax-efficient, helping you meet both personal and financial goals. And when you work with a firm with an in-house tax department, we help you to find, implement, and ensure proper record-keeping on proactive strategies like these.

*Full disclosure in company bio.