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Informed Donating

Submitted by UDALL CPA Group on April 26th, 2018

The U.S is considered the most generous country in the world, with two-thirds of Americans giving to charities annually. And this number continues to grow, with giving levels increasing every year since 2009.

Tags:
  • charities
  • charity
  • donate
  • donating
  • donations
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Renting Your Home? Why Renter’s Insurance is a Must

Submitted by UDALL CPA Group on April 9th, 2018

A tight housing market is leading many young adults to postpone purchasing a home, choosing instead to go the rental route. Many simply don’t want to be encumbered with a mortgage and all of the responsibilities that go with home ownership.

Tags:
  • INCURANCE
  • RENT
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Infographic: The Importance of Financial Goals

Submitted by UDALL CPA Group on March 19th, 2018

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by UDALL CPA Group on March 15th, 2018

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by UDALL CPA Group on March 15th, 2018

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

  • Read more

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by UDALL CPA Group on March 15th, 2018

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

  • Read more

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by UDALL CPA Group on March 15th, 2018

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

  • Read more

Annuities and Retirement Planning

Submitted by UDALL CPA Group on March 12th, 2018

The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to annuities as way to provide more stability in their investment portfolios. They are also looking to annuities as a way to replace the third leg of the retirement income stool as a guaranteed lifetime income.

Tags:
  • deferred income
  • income
  • retirement planning
  • Tax Alerts
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