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Life Insurance


Life insurance is an essential part of a financial program. One reason most people buy life insurance is to replace income that would be lost with the death of a wage earner.
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Annuity - 403(b)/457 - TSA

403(b)/457 – TSA*

The amount you contribute to your 403(b) is not reported as taxable income on your W-2 to the Internal Revenue Service (IRS).
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IRA Accounts


Traditional IRAs offer qualified investors the ability to deduct contributions from their federal income tax returns and to invest their savings on a tax-deferred basis.
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Long Term Care Insurance

Long Term Care

Government statistics indicate that 70 percent of Americans over the age of 65 will eventually need some type of long-term care.
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Teacher - Early Planning

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 may help 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.