‘Financial Tips’ Category

  1. Final Expense Explained

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    July 21, 2016 by Tom Potter

    Final Expenses Go Beyond the Costs of Burying a Loved One   What is “Final Expense”? Other financial matters that might need to be taken care of include: • Final taxes on the earnings of the decedent • Medical expenses incurred prior to their death • Continuing income for the survivors to meet everyday expenses…
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  2. “Can you give me a quote over the phone?”

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    June 20, 2016 by Tom Potter

    As an insurance professional I hear this time and time again: can you give me a quote over the phone? An appointment with me is NOT like going to the dentist. I don’t drill, fill, or pick your pockets then pick your pocket – book. NO PAIN. Life insurance is a person-to-person business. Doctors, dentists,…
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  3. Put your 401k gains in your pocket

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    September 18, 2014 by Tom Potter

    Good News at last – Maybe According to Fidelity Investments, retirement plan accounts, 401(k)’s and IRA’s are at all time highs due to the current state of the stock market. Congratulations everyone.  I hope your retirement plans have recovered their pre-recession values and more. But wait a minute, isn’t the purpose of investing, steady growth?…
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  4. Losing value in your 401(k) is a very real concern – but there is a solution

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    April 1, 2014 by Tom Potter

    This is an excerpt from an article of the Arizona Republic, from Sunday March 23, 2014, entitled “Retirement-tax issues still vex the public”.  It was written by Russ Wiles. On a talk show he hosted, a 60 year old woman called to voice a concern she had about maintaining the value of her 401(k) from…
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  5. Is Retirement an Enigma?

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    March 12, 2014 by Tom Potter

    In many ways it is. Retirement is a myriad of individual perceptions as to what it means to them and them alone.  For instance: When does it begin? What am I going to do without a formal working environment? Where will I go or do I remain where I currently live? Do I need to…
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