precourt insurance and financial services

 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

 

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An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

Some Small Companies Facing Tariff Troubles

Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.

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