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We Have Answers!
HOW CAN I BEGIN TO PREPARE FOR MY CHILDRENS EDUCATION?
College funding can be addressed with a number of financial solutions. Education IRA's, 529 plans, mutual funds*, and other investment programs, as well as, student loans and life insurance.
Click on the drop down menu above and visit the following links:
· INSURANCE "Life Insurance"
· INVESTMENTS "Coverdell IRA's, Roth IRA's*,Mutual Funds*,Calculators
· EDUCATION FUNDING
HOW WILL I HAVE ENOUGH MONEY TO RETIRE?
The earlier you start the more time you have to invest and this allows your dollars more time to compound to reach your goal.
Investment opportunities abound which makes it all the more important to find the right financial plan to help assure that you will have enough money during your retirement years.
Visit the links under - INVESTMENTS and RETIREMENT - in the drop down windows above.
Additionally, check out our competitive long term care insurance products. A long term care policy can protect assets in the event you or a family member can no longer care for themselves.
MY GOAL IS TO BUY A HOME. HOW LONG DO I HAVE TO INVEST?
First determine your goal. What will you need for a down payment, closing costs, insurance, moving expense and possible repairs? Prequalify yourself with a mortgage company to find out the price range you can afford.
Ready? Visit our - CALCULATORS - link under our Investments heading in the above drop down menu. A number of instruments are available to assist you in determining a investment plan and to calculate mortgage payments.
Begin with a good investment plan. A payout from a regular or Roth IRA if you are a first time homebuyer may be an option, or a investment plan using an after-tax annuity or mutual fund. Visit these links under - INVESTMENTS - above to learn more.
I'M CONCERNED ABOUT ELDER CARE. WHAT CAN I DO TO PRESERVE MY ASSETS?
Long term care insurance can be an excellent asset protection vehicle, as well as offer the insured peace of mind in having a choice in their care options. To learn more visit the long term care link under - INSURANCE - in the drop down menu above.
THERE IS SO MUCH OUT THERE IN THE WAY OF INVESTMENT CHOICES...WHERE DO I START?
You've already started! Just by investigating the possibilities you have taken the first step. Visit the links under - INVESTMENTS - in our drop down menu above to learn about the many investment vehicles available. Then contact the representative in your area for an appointment and get started. Not sure who your representative is?...Use our handy search tool in the navigation table to your right "FIND MY AGENT/REPRESENTATIVE" for a name and contact information.
IS THERE A WAY THAT I CAN PAY LESS IN TAXES?
Retirement investment plans are one way to pay less in taxes. Tax-deferred annuities, IRA's and Roth IRA's, and 401-k plans are some of the options. Life insurance is also an option and a way to pass assets on to a beneficiary tax free. Visit the links in our drop down menu above in our - INSURANCE and INVESTMENTS - areas.
MY INSURANCE PREMIUMS FOR MY VEHICLES AND HOME SEEM TOO HIGH. WHAT ARE SOME WAYS THAT I CAN SAVE?
Savings tips and competitive rates are available for automobile and homeowners insurance. If you haven't requested a quote recently you could be missing out on an excellent savings opportunity. Visit our - INSURANCE - link above and complete a no-obligation request for auto and home insurance quote today!
I'M RETIRED...OR CONSIDERING RETIREMENT...NEW OPTIONS?
For information on post and pre-retirement investment strategies, distribution rules, planning and investment tips...visit our links under - RETIREMENT - in the drop down list above.
HOW MUCH CAN I SAVE? (calculators)
Visit our - CALCULATORS - link in the - INVESTMENTS - drop down menu above. We have descriptions and links to sites that offer college funding calculators, savings calculators, mortgage calculators and more.
DISCLOSURES:
Please read the offering statement and participation agreement and carefully consider the investment objectives, risk and expenses before investing or sending money.
Investments in the 529 plans are subject to market risk and there is no guarantee that funds will be sufficient to cover all college costs.
Investor's home state may only offer favorable tax treatment for investing in a plan offered by such state.
Many tax provisions involving 529 plans are scheduled to expire in 2010 unless extended or made permanent by Congress.
Guarantees and/payments are based on the claims-paying ability of Issuer and not on the value of the securities within the account.
* Securities offered through Paradigm Equities, Inc. Member of the NASD SIPC, Paradigm is a wholly-owned subsidiary of MEA Financial Services.
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