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dumonfinancial.com |
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Top 10 Ways To Prepare For Retirement
- Know your retirement needs
- Find out about your Social Security benefits
- Learn about your employer`s pension or profit sharing plan
- Contribute to a tax-sheltered savings plan
- Ask your employer to start a plan
- Put money into a Individual Retirement Account
- Don`t touch your retirement savings
- Start now, set goals, and stick to them
- Consider basic investment principles
- Ask questions
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Contact our financial experts today. We would be more than happy to answer all of your questions.
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Our Locations:
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| Three Step Estate Planning Portfolio |
I. Trust Consultation / Trust Review:
Meeting to determine what type of trust fits your estate / Review and update of your pre-existing trust.
II. Attorney / Client Meeting:
Signing your revocable living trust (including any amendment forms and successor trustee checklists), also signing your pour over will, property agreement and homestead, and having a notary of all documents.
III. Trust Funding:
Coming in to recieve official trust with binder; signing your asset letters, durable power of attorney, and physicians directiveYour affairs will then be in order!
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Welcome to our Resource Center!
Get real-world strategies and industry knowledge with interactive E-Seminars, Newsletters, Research Articles and Calculators.
 Research Articles
A variety of topics to help you make informed and educated financial choices. We've separated these articles into helpful categories and we update them on a regular basis. Check back to this section frequently for new information and analysis. GO >>
 Calculators
Plug in the numbers. Test a variety of what if scenarios. Our calculators can assist you with personal planning, personal finance, home finance, and lease evaluation. Investigate your options, and then contact us for further assistance. GO >>
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Our financial newsletters are designed to provide helpful current information on a wide variety of financial topics. Simply click on one of the newsletter topics on the menu bar to read the article in its entirety. . GO >>
 E-Seminars
Here you will find general financial topics where you can watch and listen to a brief presentation filled with facts, figures, trends, and fundamentals that can help you make the appropriate choices for your situation. GO >>
 Glossary
This comprehensive Glossary of commonly used insurance terms is a companion to the articles and FAQ's contained in this site. If you've run across a confusing term, you'll probably find it - and a simple definition - in the glossary list. GO >>
 Market Watch
Need to find out what the market did today? Need to know what stocks did what today? This is the section for you. GO >> |
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