1010 Monarch Street, Suite 220 Lexington, KY 40513
Phone:
(859) 223-4973
Fax:
(859) 224-1288
E-mail:
2026 UK Benefits Open Enrollment
Monday, April 20 to Friday, May 8
Suggests considering life insurance for stability during uncertain markets.
The One Big Beautiful Bill Act includes many provisions that affect higher education.
The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.
Encourages proactive dialogue to ensure financial well-being of aging parents.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Will you be able to afford nursing home care?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
