What Would HappenWhat Would Happen?Life insurance is SO complicated! Or is it? This brief video illustrates the importance of life insurance for peace of mind and explores the fundamental differences between term life and whole life. |
Charlotte Hooten, Financial Services Professional for NYLIFE Securities LLC
Blueline Financial, LLC
Contact Us
Charlotte Hooten, Financial Services Professional for NYLIFE Securities LLC
Blueline Financial, LLC
Contact Us
Calculators
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Savings in Retirement
I'm retired, how long will my savings last?
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Student Loans
Will I be able to pay back my student loans?
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Risk Tolerance
Do you know what yours is?
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Life insurance proceeds
How long will my current life insurance proceeds last?
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.