LifeInsurance

Life Insurance is an essential part of a financial program. It can replace income that would be lost with the death of a wage earner.

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Annuity403b/457 - tsa

Section 403(B) of the Internal Revenue Code enables you as a public school employee to save many dollars in income taxes.

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IRAAccounts

An IRA can be established by most individuals below age 70 1/2 who have earned income, and they can contribute up to $5,000 per year.

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Long Term CareInsurance

Provides funds to help you cover long-term care costs in the same manner Health Insurance provides financial coverage for doctor's visits and hospital bills.

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early planning helps make a comfortable retirement a reality

The financial decisions that you make today have a significant impact on how secure you will feel in your retirement years. Retirees today lead healthier and more active lifestyles for longer periods. You need a financial plan that will assure you of the income you need to maintain your current lifestyle and allow you to fulfill all of your financial goals - from charitable giving to passing wealth on to future generations.

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