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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
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Saving for College 101
Here’s a crash course on saving for college.
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
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This worksheet can help you estimate the costs of a four-year college program.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How long does a $20 bill last?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A quick look at how federal income taxes work.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
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.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
With alternative investments, it’s critical to sort through the complexity.
What if instead of buying that vacation home, you invested the money?