1010 Monarch Street, Suite 220 Lexington, KY 40513
Phone:
(859) 223-4973
Fax:
(859) 224-1288
E-mail:
Summarizes new 401(k) features introduced under the SECURE 2.0 Act.
Offers tips to couples with opposite financial styles for finding balance.
Describes how Roth accounts can generate tax-free retirement income.
Provides an overview of key provisions in the new "One Big Beautiful Bill Act."
Use this calculator to determine whether you qualify for the different types of IRAs.
How much Disability Income Insurance do you need?
Use this calculator to estimate how much income and savings you may need in retirement.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
