Tag: retirement

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  Now That Taxes Are Done – Let’s Talk What’s Next

  May 13, 2025

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  2025 Tax Season: Refundable vs. Non-Refundable Tax Credits

  Jan 24, 2025

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  New Year, Fresh Start: Making Life Insurance Part of Your Financial Plan

  Jan 1, 2025

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  How Much Life Insurance Do I Really Need?

  Dec 31, 2024

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  Life Insurance: A Gift that Protects and Grows

  Dec 24, 2024

• The Cost of Waiting: Why Earlier is Better for Life Insurance

  Dec 18, 2024

• The Two Main Types of Life Insurance Explained

  Dec 11, 2024

• Expanding Services to Better Serve You: Now Offering Tax Preparation!

  Oct 29, 2024

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  Today’s Coffee Chat: Using the DIME Method to Calculate How Much Life Insurance One Needs

  Oct 16, 2024

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  Today’s Coffee Chat: Using the DIME Method to Calculate How Much Life Insurance One Needs

  Oct 9, 2024