Recent life Changes? When do you need to review a life insurance policy.
MIDLANDNATIONAL.COM
When is it Time to Review a Life Insurance Policy
Do you have a plan?
I often get asked for suggestions from homeowners on how to improve their lawn. Those that have had success know it takes work. You just don't do one thing and then all of a sudden magic happens. It takes a lot of planning, work, time and a little sweat. Same with your financial plan. Many times, people give little attention to their financial plan but yet expect success.
Give us a call today (478-550-3460) or message us here on FB for a free review of your financial plan.
Due to the tax legislation issued this year, RMD's are not required for 2020. Because of this change, this may be a great year to do a ROTH conversion. Give us a call (478-550-3460) or message us here on FB and we will help you discover whether this is a good move for you this year.
Will? Living Will?
Durable Power of Attorney?
Trust? Health Directive?
What do you need?
STEVENSFG.COM
Estate Planning
Great advice if you are over 59 1/2, recently left a job or are retired.
https://www.irahelp.com/slottreport/3-reasons-roll-over-your-retirement-funds-ira
Do you have the "NEW" kind of life insurance or the "OLD? There is a huge difference. If your policy is at least a year or two old...good chance you have the "OLD" kind.
Support a local small business! Consider using an independent insurance agency like myself to protect you and your family/business? Click on the link below for a free quote.
http://www.stevensfg.com/Free-Life-Insurance-Quote.11.htm
Dollar-Cost Averaging explained.
STEVENSFG.COM
3 Potential Benefits of Dollar-Cost Averaging
What types of risk are in your portfolio?
STEVENSFG.COM
What Is Investment Risk?
Who gets your money when you pass away?
STEVENSFG.COM
Do You Know Who Your Beneficiaries Are?
Please make sure your loved ones are taken care of. For young people it can be so cheap. For older people the payoff could be huge for your surviving family. Message me today to get covered quickly.
MIDLANDNATIONAL.COM
When is it Time to Review a Life Insurance Policy
If you don't already know...taxes are the lowest they have been in history. What if taxes were to double in the next 5 -8 years? Would that change your financial planning? Should it? Do you have a plan? Taxes are on sale everyone! You need a professional to guide you through this process. Message us today for a free review of your situation.
In these uncertain times, unpredictability in the marketplace can be a worrisome idea for many. Being too exposed to moves in the market may not be in your best interest. But at the same time you may not want to compromise growth, especially when you’re approaching retirement. How do you find that balance? Message us today for a free no cost review of your situation.
