305 Artillery Park Drive, Suite 202, Fort Mitchell, KY 41017

859-291-9290
joe@everestfinancial.net
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Latest Articles

Retirement

  • How Women Can Prepare For Retirement
  • FIRE Retirement
  • Women on the Rise
  • Saving Early & Letting Time Work For You
  • Healthcare Costs That Catch Retirees Off Guard
  • Split Annuity Strategy
  • Helpful Retirement Strategies for Women
  • Introducing the 530A Accounts
  • Volunteering in Retirement
  • 9 Facts About Retirement

Investment

  • Understanding Equity Compensation
  • How Stocks Work
  • Pullbacks, Corrections, and Bear Markets
  • The Pros and Cons of an NUA Strategy
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index

Insurance

  • The Value of Insuring Against Life’s Risks
  • When Life Insurance Becomes Taxable
  • What to Look for in an Extended-Care Policy
  • Understanding Extended Care

Tax

  • 2026 Tax Law Changes
  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Understanding Marginal Income Tax Brackets
  • What's My 2026 Tax Bracket?
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • What Do Your Taxes Pay For?

Money

  • Exploring the Federal Student Grant Program
  • Making a Charitable Contribution
  • The Half Million Dollar Baby
  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?

Lifestyle

  • Retiring Wild: National Parks and You
  • Personal Finance Tips for Military Families
  • Pickleball in Retirement
  • A Path to Serenity and Smart Money Choices
  • Prevent a Rift: Money Tips for Newlyweds
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
 

Contact

Office: 859-291-9290

Fax: 859-292-3343

305 Artillery Park Drive

Suite 202

Fort Mitchell, KY 41017

FINRA Series 6, 7, 63, 66, and 24

joe@everestfinancial.net

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Joseph Duffey, of Everest Financial, Inc. is licensed to solicit and sell securities and advisory services in the following states: KY, OH, IN, AZ, GA, and NC. Joseph Duffey is licensed to sell Insurance Products in OH, IN, KY, AZ, FL, and GA. Securities and Advisory services are offered through Madison Avenue Securities LLC. (MAS) Click the link for Form CRS and Other Disclosures. A Registered Investment Advisor, Member FINRA/SIPC. Everest Financial, Inc. and MAS are not affiliated companies. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.