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Questions Answered By Our Certified Financial Planner, Deanna LaRue:
Why work with Deanna? Retirement can be intimidating for most. Deanna wants to help people to not be so afraid of retirement.
How Deanna helps you? Deanna teaches you how to read your financial statements, how social security works and how to provide income for the rest of your life.
What Deanna offers to you? Deanna offers you a Financial Plan that she creates specific to your goals and income that is yours to keep. No strings attached. If she has earned your trust and choose to implement the plan with her then a life long long relationship has been created, Welcome to the Family!
GET YOUR QUESTIONS ANSWERED, INCLUDING:
*Am I ready for an early retirement?
*Are my investments/ assets working hard enough?
*What's the best approach for college savings?
What are the elements of a sound estate plan?
Do I have enough Life insurance for my family?
*These services are offered by Deanna LaRue through her affiliation with HD Vest
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
It sounds simple, but paying yourself first can really pay off.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
What does the Tax Reform and Jobs Act mean for you?
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Have you found yourself suddenly single? Here are 3 steps to take right now.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are hundreds of ETFs available. Should you invest in them?