In the market decline of 2001 and 2008, our clients kept every penny of their principal and earned interest. This stands in stark contrast to stocks, mutual funds, variable annuities, bonds, real estate, and other forms of investments.
Ways We Can Help You Save
Latest from Our Financial Insight Blog
Veterans and Their Spouses May Get Up to $2000 Tax Free for Aid and Attendance…Long Term Care
As a Veteran or spouse of a Veteran, you may qualify for non-service connected benefits from the Department of Veterans Affairs. The "Improved Pension Plan with Aid and Attendance" is a special government program to all qualified Veterans. Tax free benefits can be up to $2000 per month.
Recently, NBS nightly news did a story on this. CLICK HERE to watch video.
Call us at 1-800-500-9168 ext. 505 for a free brochure