Moneyline Wealth Management

Moneyline Wealth Management

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Visit our webpage at www.moneylinewealthmanagement.com or feel free to email us at [email protected]

Moneyline Wealth Management was established in 1987. Our staff members have an average of 20 years of experience in financial services, asset management & insurance planning. Our investment process focuses on Asset Allocation & Rebalancing, and providing strategies aimed at protection of principal during your retirement years. We are here to help you understand your individual investment needs and

Should You Buy Long-Term Care Insurance? 08/20/2026

We use Long Term Care Planning to protect our client's assets against depletion during their retirement years. Most Importantly for them to stay independent. Call or email us with any questions. Moneyline Wealth Management

Should You Buy Long-Term Care Insurance? Chances are good that you will need some form of long-term care in the future. Don't look to Medicare for help unless you've met its hospitalization requirements and eligibility guidelines. Long-term care insurance is a way to retain your independence, protect your assets, and maintain your standard...

Are Your Investment Decisions Influenced by Emotions? 06/04/2026

Successful investing isn't about timing the market it's about managing emotions. If you're facing an important financial decision, let's talk. CFP® professional with 40 years of experience helping clients invest wisely.

Are Your Investment Decisions Influenced by Emotions? Are Your Investment Decisions Influenced by Emotions?

Are Your Investment Decisions Influenced by Emotions? 04/16/2026

Emotions can derail smart investing. Fear and greed often cost more than markets do. With 40 years of experience as a Certified Financial Planner, I help clients stay focused and confident. Questions? Call me for guidance.

Are Your Investment Decisions Influenced by Emotions? Are Your Investment Decisions Influenced by Emotions?

Markets Tested as Iran Conflict Continues | Weekly Market Commentary | March 9, 2026 03/09/2026

The markets volatility is creating some anxiety for both retail and professional investors. The geopolitical risk is increasing and the fear factor (VIX) hit 31.57 Monday. There are ways to reduce market risk in your portfolio. questions? call me!

Markets Tested as Iran Conflict Continues | Weekly Market Commentary | March 9, 2026 In our 2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400). One was narrow stock market leadership. Well, as mega cap technology leadership ...

Long-Term Care Insurance: How Does It Work? 11/15/2025

Planning for long-term care protects your future, preserves your assets, and ensures your independence. Start early, involve family, and seek expert advice for peace of mind. Prepare now for a secure and flexible care plan.

Long-Term Care Insurance: How Does It Work? Do you know what conditions will trigger your coverage under a long-term care insurance policy? It's important that you find out before you need care. Also, find out who will decide if you've met the appropriate requirements--it could be your doctor or the insurance company's doctor. Policies differ...

4 Key Estate Planning Documents Everyone Should Consider 09/22/2025

Should you need any help with your estate and or retirement planning, we are here to help. Just give us a call or drop by our office. Moneyline Wealth Management 220 E. Reynolds Rd. Suite A1 Lexington, KY 40517 Mike Bidarian CFP®

4 Key Estate Planning Documents Everyone Should Consider 4 Key Estate Planning Documents Everyone Should Consider

Key Estate Planning Documents You Need 10/23/2024

Estate planning is not only for wealthy individuals or families. The process will make the transfer of your assets to the next generation much easier. In addition will provide a peace of mind that you have a plan in place. Need guidance Call me.

Key Estate Planning Documents You Need There are five estate planning documents you may need, regardless of your age, health, or wealth: ...

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Location

Address


220 E. Reynolds Road Suite A1
Lexington, KY
40517

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm