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 Income Taxes Work
A quick look at how federal income taxes work.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Rule of 72
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.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are things about Social Security that might surprise you.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Knowing your options when a CD matures can help you make a sound investment decision.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
With alternative investments, it’s critical to sort through the complexity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
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.
A quick history of the Federal Reserve and overview of what it does.