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
Newsletters
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Be Aware of Observation Care
Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.
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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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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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Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.