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Comprehensive Financial Planning: PLAN CONTENTS
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Overview of 1040 Filings. Review of Current Situation. Summary of Retirement Inflows. Insurance Products in Retirement. Life Insurance for Survivorship Needs. Long Term Care Insurance. Property and Casualty Insurance. EDUCATION PLANNING (if applicable). Review of Current Situation. Summary of Available Education Savings. Use of Insurance Products. Review of Current Situation. Basic Estate Planning Documents. Subscribe to: Posts (Atom). OTHER SITES BY GARY LEWIS.
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Investments
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