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
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
Use this calculator to estimate how much income and savings you may need in retirement.
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.
How much life insurance would you need to produce a sufficient income stream for your family?