ARGI Insights

Important Changes to Social Security for 2021

November 17th, 2020

Social Security benefits will increase by 1.3% for 2021 Approximately 70 million Americans will see a 1.3 percent increase in their Social Security (and Supplemental Security Income) payments effective January 1, 2021.   Benefits increase when the cost-of-living rises, as measured by the Department of Labor’s Consumer Price Index (CPI-W).  As prices for goods and Read more

Integrating Employer Benefits into Your Financial Plan

November 12th, 2020

For many of us, the benefits provided by our employer are an afterthought. We are highly interested in our salary & bonus amounts, but health insurance? Long term disability? Roth 401(k)s? We see the open enrollment deadline looming, select options quickly, then move on with our lives, but that could be to our detriment.   Read more

Tax & Estate Strategies Update for Married LGBTQ+ Couples

November 3rd, 2020

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating your estate strategy, here are some important things to remember.   Keep in mind that this article is for informational purposes only and Read more

Roth Conversions are a game changer for many, but there are pitfalls to watch out for.

October 22nd, 2020

Creating Roth assets is more advantageous than ever.  There’s a lot of talk about where tax rates are headed in future years, and most believe the answer is up.  Roth IRA assets side-step this risk entirely since qualified withdrawals are tax-free.  There’s also no requirement to take Roth-IRA withdrawals during your lifetime, so Roth assets Read more

Taking the Hardship Out of Hardship Distributions

October 6th, 2020

Do you or your business administer an employer-sponsored retirement plan? Perhaps in the past you have had employees who need to access their retirement plan in an emergency? Hardship Distributions Plan administrators may allow 401(k) plan participants to take a hardship distribution when they have an “immediate and heavy financial need” and have no other Read more

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

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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Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. View our privacy policy here.

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