WEALTH MANAGEMENT and BENEFIT SOLUTIONS
from an INDEPENDENT SOURCE
For questions or to schedule an appointment contact us at :
Adam Legate (859) 263-2303
Jason Young (859) 263-2301
Kevin Kitchin (859) 263-2304
Check the background of Ameritas Investment Corp. or this Investment Professional on http://brokercheck.finra.org
Newsletters
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
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Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Car Affordability
How much can you afford to pay for a car?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.