May 2024 Edition

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46 <strong>May</strong> <strong>2024</strong>
$700 Licensed & Bonded Document Preparers 8 We can help you with the following: Investment Management Analysis of Risk money vs. Safe money Identification of fees and commissions you are currently paying What is the ranking and performance of your investments Social Security Maximization How to maximize benefits When is the best time to start collecting Potentially reducing taxes on benefits Insurance/Annuity/Long-term Care Protection from market loss Guaranteed Lifetime income Using Life Insurance for long-term care expenses Estate Planning Living Trust preparation or review Wills Power of Attorney for Financial Power of Attorney for Health Care Trust Amendments MediCare LLC Henderson and Summerlin 47
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May 2024 Edition

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