ARGI Insights

Health Care Costs Are Cutting into Retirement Preparations

January 14th, 2020

You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives.   In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing Read more

Buy-Sell Agreements for Businesses

January 9th, 2020

For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who will be passing on your business to your heirs or your business partners Read more

2019 IRA Deadlines Are Approaching

January 7th, 2020

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.   April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts.   April 15, 2020 is the deadline for making annual contributions to a traditional IRA, Roth IRA, Read more

Cash Flow Management

January 6th, 2020

You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals may not be realized without attention to cash flow, today.   Management of available cash flow is a key in any Read more

Coping with College Loans

January 2nd, 2020

Total student loan debt in America is now around $1.6 trillion. Since 2008, it has more than doubled. Federal Reserve data states that 44.7 million Americans are dealing with lingering education loans. The average indebted college graduate leaves campus owing nearly $30,000, and the mean monthly student loan payment is about $400.   Economically, the Read more

Measuring the Value of a Financial Advisor

December 31st, 2019

What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question.   Vanguard’s whitepaper concludes that when an investor works with an advisor and receives professional investment advice, they may see a net portfolio return about 3% Read more

inherited IRA

Can You Put Your IRA into a Trust?

December 30th, 2019

Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA. The trust would inherit the IRA upon your passing, and your beneficiaries would then have access to Read more

Your Extended Care Strategy

December 26th, 2019

Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.”   What could possibly cost so much? Eldercare.   According to the AARP Public Policy Institute, a year of in-home care for a senior costs roughly Read more

Debunking Common Retirement Assumptions

December 23rd, 2019

Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few.   Retirement means I can stop investing. In the past, retirement was viewed as an “end” in many ways. These days though, retirement is often seen as an opportunity to Read more

Creating a Retirement Strategy

December 19th, 2019

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy Read more

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Elizabethtown, KY 42701
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Paducah, KY 42001
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Bardstown, KY 40004
502.348.1433

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Atlanta, GA 30339
678.681.9518

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