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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Good employee health can be great for the company’s bottom line.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding the economy's cycles can help put current business conditions in better perspective.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Women must be ready to spend, on average, more years in retirement than men.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.