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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Important items to consider when purchasing condo insurance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.