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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
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Ascertaining the value of your business is important for a variety of reasons.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
One way to find money is to examine your current spending habits and eliminate money wasters.
How long does a $20 bill last?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a quick guide to checking to see if you have unclaimed money.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.