ARGI Insights

One of the highest financial risks for execs? Disability insurance.

October 1st, 2020

If you think you’re covered against a disability, you may want to think again. Executives across the country are facing a growing issue: a lack of proper long-term disability coverage and the statistics are alarming.   And for most workers, it’s not accidents that land them on disability – it’s conditions like cancer, diabetes, heart Read more

Separating from your company? Transition with confidence.

September 24th, 2020

Times of transition can often be scary, but you don’t have to go it alone. ARGI’s team of fiduciary advisors and consultants are here to help navigate your voluntary or involuntary offer.

Get Your FAFSA Ready

September 22nd, 2020

Mark this date on your calendar: October 1. That is the day when current and future traditional college students can start submitting the Free Application for Federal Student Aid (FAFSA) for the 2021-22 school year. For many students, the FAFSA is frequently the gateway to significant financial aid: federal and state student loans, grants, university Read more

Shoring Up Social Security and Medicare

September 17th, 2020

Each year the Trustees of the Social Security and Medicare Trust funds report on the current and projected financial status of the programs.  The 2020 report projects the Trust fund that pays Social Security Retirement &, Survivor benefits will deplete in 2035, at which point only 76% of promised benefits will be payable, based on Read more

Open Enrollment in 2020

September 15th, 2020

It’s that time of year again! For many companies, the fall season means open enrollment. Join ARGI’s team as we discuss what we believe makes for a great open enrollment with ARGI financial advisor, Jim Trujillo, CFP®, CCFS®, PPC®, and HR Operations Manager, RC Bascur, SHRM-CP.  

Why Medicare Should Be Part of Your Retirement Strategy

September 8th, 2020

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.   Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts A and B), others might find it lacking and decide to supplement original Read more

Conquering Retirement Challenges for Women

September 3rd, 2020

When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for Read more

Why Roth IRA Conversions May Now Be Advantageous

September 1st, 2020

Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed.   Do Roth IRAs seem even more attractive these days? Perhaps. You can cite two factors: current tax rates and the passage of the Setting Every Community Up for Read more

Strategic vs. Tactical Investing

August 27th, 2020

Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe a similar investment approach.   While each approach involves the periodic adjustment of a portfolio and holding portfolio assets in varied investment classes, they differ in one key respect. Strategic investing is fundamentally passive; Read more

Office Locations

Louisville

2201 High Wickham Place
Louisville, KY 40245
502.753.0609

Cincinnati

100 E-Business Way
Suite 110
Cincinnati, OH 45241
513.842.1700

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42103
270.843.4115

Indianapolis

5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546
844.476.2744

Elizabethtown

2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371

270.990.9000

Paducah

4730 Village Square Drive
Suite 100
Paducah, KY 42001
270.443.8711

Bardstown

713 McDowell Blvd
Bardstown, KY 40004
502.348.1433

Atlanta

3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339
678.681.9518

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

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