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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Four vacation destinations you might never have thought of.
Beware of these traps that could upend your retirement.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.