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The Business Cycle The Facts About Income Tax Exit Strategies of the Rich and Famous Making Your Tax Bracket Work

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.

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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Acres of Diamonds

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In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Investing with Your Heart

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Few contemplate the complex journey that brought their coffee from farm to kitchen table.

A Bucket Plan to Go with Your Bucket List

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Retirement Income and the Traditional Portfolio

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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