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Life Insurance

Life insurance helps loved ones maintain a standard of living and avoid financial hardships after your passing. A general rule is that you may want to seek coverage between five and seven times your gross annual income.

There are two main types of policies: term and permanent. Term insurance generally provides coverage for a specified period of time and pays out a specified amount of coverage to your beneficiaries only if you die within that time period. Permanent insurance, on the other hand, will stay permanently in effect for the rest of your life, as long as premiums continue to be paid.

Contact us to find out what type of life insurance coverage may work best for you.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670