Bottom Line Services is a comprehensive financial services firm committed to helping you pursue your long-term financial success. Our customized programs are designed to seek growth, and potentially conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (859) 331-8081. We look forward to hearing from you.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Is your estate in order? This short quiz may help you assess your overall strategy.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Regardless of how you approach retirement, there are some things about it that might surprise you.
How long does a $20 bill last?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It sounds simple, but paying yourself first can really pay off.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learning more about gold, and its history, may help you answer that question.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.