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Retirement Education Courses
How Tax Planning Changes Through Four Stages of Re
Rejuvenate Your Retirement® Class
Savvy Tax Planning for Retirees
Financial Planning
The Financial Planning Process
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Financial Planning Packages
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Meet the Team
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Financial Wellness
6 Crucial Areas to Plan Well to Achieve a Comforta
Tax
The Three Major Inheritance Blunders and How to Av
7 Common Mistakes when Buying Long-Term Care Insur
Insurance
How much Life Insurance do I need? - (Calculator)
Estate
Money
PDF: 7 Common Mistakes when Buying Long-Term Care
Lifestyle
Tax Resources
WealthVision for Financial Planning
How much Life Insurance do I need? - (Calculator)
Current Income
How many years do you want your income replaced for?
Enter current debts and liabilities (mortgage, credits cards, car loan, student loans, etc.)
Enter Funeral and Final expenses (the average is $10,000):
Education: do you have kids or family members you would like to provide college education for?
Yes
No
How many?
Provide Public (4700/year * 2) 2-year college, Public 4-year State College (28K* 4), 4-year Private College (38K * 4)
Public 2 year
Public 4 year
Private 4 year
Enter current savings for education
Charity and gifts: Any specific amounts you would like to go to a charity, Alma Mater or specific individuals upon your death
Submit Your Life Insurance Factors
Life Insurance Needs Total