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Insurance strategies that work

Everybody needs to make sure they carry enough insurance to help protect their families, employees, and assets. With the right strategic plan in place, you can help protect your family against financial loss due to illness, disability and death.

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Resources

Here are some useful resources to help you:

Are your retirement plans on track?

 

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Calculators

  • Income Planner
    How much income can you expect in retirement? This calculator will help you estimate how much you can afford to spend each year, based on how long you want your savings to last.
  • Find the Money to Invest
    You want to save more, but where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.
  • 401(k) Contribution
    You want to save for retirement and take advantage of your employer's match in your 401(k) plan, but you aren't sure you can afford to. You may be surprised to see how contributing to your 401(k) will increase your income without taking a big bite out of your paycheck.
  • Mutual Fund Cost
    One of the simplest things you can do to increase your investment returns is reducing your expenses. This calculator will help you estimate how much of your mutual fund investments are going to pay expenses.
  • Life Insurance
    Calculate how much life insurance you may need based on your current financial situation.

Useful Websites

Taxes:

Government Agencies:

News:

 

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