Social Security Calculators
Long Term Care – Cost of Care Calculator
College Planning Worksheet
IRA – Individual Retirement Arrangement
Note: Contact us to learn about strategies to get cash at closing but defer the capital gains tax for 30 years.
Note: Contact us to learn strategies to reduce and possibly eliminate estate taxes.
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No Rendering of Advice: The financial content in this document is provided for your personal education. It is not intended for trading purposes, and cannot substitute for professional financial advice. Always seek the advice of a competent financial advisor with any questions you may have regarding a financial matter. Information in this document is not appropriate for the purposes of making a decision to carry out a transaction or trade nor does it provide any form of advice (investment, tax, or legal) amounting to investment advice, or make any recommendations regarding particular financial instruments, investments, or products.
The sole purpose of life insurance is for the death benefit protection. Any other benefit is ancillary.