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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Is your estate in order? This short quiz may help you assess your overall strategy.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding how a stock works is key to understanding your investments.
Calculating your potential Social Security benefit is a three-step process.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
Do you know these three personal finance sayings?
What are your options for investing in emerging markets?
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learning more about gold and its history may help you decide whether it has a place in your portfolio.