618 Fairfield Avenue
Bellevue, KY 41073

Gerry Barone CPA/PFS, EA, ABA, ATA, CFP®

(859) 431-4594

 

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Related Content

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.