WEALTH MANAGEMENT and BENEFIT SOLUTIONS
from an INDEPENDENT UNBIASED 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 Royal Alliance and Assoc. or this Investment Professional on http://brokercheck.finra.org
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Determine whether you should consider refinancing your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.