1010 Monarch Street, Suite 220
Lexington
KY
40513
Phone:
(859) 223-4973
Fax:
(859) 224-1288
E-mail:
Explains expanded uses making 529 plans more flexible.
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Discusses prospects of shorter workweeks aided by technology.
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
