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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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
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Sticker Shock May Drive Consumers to Used Cars
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
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Caught in the Middle: The Sandwich Generation
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?