ARGI Insights

Earnings Season Gets Underway

January 26th, 2021

Every few months, you may hear the phrase “earnings season” as you listen to financial news. But what exactly is “earnings season,” and why is it important to Wall Street? Earnings season is the time when a majority of publicly traded companies release their quarterly financial reports. Companies often go into great detail about their Read more

Retiring On Time

January 21st, 2021

What does “retiring on time” mean? For us, it means retiring on your own terms – being comfortable and confident about when you start your next chapter of life. When looking to retire on time there are lots of things to think about, and it’s a very personal decision that only you can make. There are questions you must consider to be able to support Read more

Financial Wellness During Times of Transition

January 14th, 2021

Market volatility, economic strains, and various other factors caused by the pandemic have resulted in workforce restructure and reductions for companies across the nation. And for many, payroll is the biggest expense on the books, so it’s natural that businesses looking to cut costs tend to focus on reducing their workforce.   Still, downsizing is Read more

Financial Wellness is No Longer Optional

January 7th, 2021

Clarity, security, and the comfort of knowing your life is on track – these emotions are essential to good mental health. But when it comes to personal finances, Americans are finding these feelings to be increasingly elusive.  A survey by the American Psychological Association found that money is the leading cause of stress among Americans, and Read more

Five Financial Planning Trends for 2021

January 5th, 2021

Digital transformation. The pandemic accelerated usage of digital technology to engage with clients. Online planning and communication tools are commonplace. Video conferencing is now the norm rather than the exception. Who knew that “Zoom” would become one of the most frequently used terms of the year? Artificial Intelligence (AI). Venture capitalists and individuals are looking for Read more

When to Consider a Trust

December 22nd, 2020

In it’s simplest terms, a trust is established to provide legal protection for assets, and to make sure those assets are distributed according to the wishes of the trustor. Here are seven signs you may need to create a trust as part of your comprehensive financial plan. You have a (federal) taxable estate – the Read more

inherited IRA

COVID-19 & the Senior Community

December 15th, 2020

When listening to COVID-19 concerns from our senior clients, they are across the board. Some express a sense of hopelessness, isolation, and despair. Some fear that if they get sick, they will not be treated or will be put to the back of the line, behind younger patients who are deemed more likely to survive. Read more

What does the proposed SECURE Act 2.0 really mean?

December 3rd, 2020

At the end of October, the House proposed a bill dubbed the SECURE Act 2.0. This proposed legislation could have a significant impact on retirement plans. Let’s take a look at 5 key topics and what they could mean for employees and companies alike. (click on the image to zoom)

Funding Long-Term Care

November 24th, 2020

A long-term care event can have a drastic impact on a family’s finances, so it is important to plan for this possibility in retirement.  The type of long-term care needed, duration, location, and many other factors will vary from person to person.  Here are a few important statistics to consider:   Someone turning 65 today 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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