**Our Williamstown, KY office will be hosting a free community shred day on October 17, 2015 from 10:00 am to 1:00 pm. Please join us for this event to safely dispose of your old and unneeded personal or financial records. Click here for more information.**
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.
Please Leave Home without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Earnings season can move markets. What is it and why is it important?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What does your home really cost?
Three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?