618 Fairfield Avenue
Bellevue, KY 41073

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

(859) 431-4594

 

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

 

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Understanding Qualified Charitable Distributions

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Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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Estimate the potential monthly income your IRA balance could generate in retirement.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.