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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Learn when it may not make sense to file a claim on your home insurance.
A few strategies that may help you prepare for the cost of higher education.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It’s never a bad time to speak with your financial advisor about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.