1010 Monarch Street, Suite 220 Lexington, KY 40513
Phone:
(859) 223-4973
Fax:
(859) 224-1288
E-mail:
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Reviews annual enrollment dates and options for Medicare participants.
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Suggests considering life insurance for stability during uncertain markets.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
