Stevens Financial Group

Trying to determine what amount of life insurance coverage is appropriate can be a little overwhelming. Try this calculator. Select what is important for you and your situation.

Sammons Financial Group | Life Insurance Calculator This short exercise will help you estimate your life insurance need. Exact numbers are not required. Round "ballpark" numbers are sufficient. This calculator is meant to estimate coverage for a single life. Run the calculator a second time to estimate life insurance need for a spouse or partner.

If you don't already know...taxes are the lowest they have been in history. What if taxes were to double in the next 5 -8 years? Would that change your financial planning? Should it? Do you have a plan? Taxes are on sale everyone! You need a professional to guide you through this process. Message us today for a free review of your situation.

In these uncertain times, unpredictability in the marketplace can be a worrisome idea for many. Being too exposed to moves in the market may not be in your best interest. But at the same time you may not want to compromise growth, especially when you’re approaching retirement. How do you find that balance? Message us today for a free no cost review of your situation.

Due to the tax legislation issued this year, RMD's are not required for 2020. Because of this change, this may be a great year to do a ROTH conversion. Give us a call (478-550-3460) or message us here on FB and we will help you discover whether this is a good move for you this year.