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Articles of Interest

Charley Stokoe | Dec 14, 2021

Medicare in 2022: What You Need to Know

Medicare premiums are increasing in 2022. Here are the changes to be aware of.
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Charley Stokoe | Nov 23, 2021

Paws and Effect - The annual cost of pet ownership and how to reduce costs

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Charley Stokoe | Nov 23, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Charley Stokoe | Nov 12, 2021

The Daily Choices of Financial Freedom

Finance
Premium
If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent, having your money work
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Charley Stokoe | Nov 11, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Charley Stokoe | Nov 9, 2021

Whole Life Insurance for the Recent College Graduate

Insurance
When one thinks of a college graduation gift the things that come to mind is a new car, an overseas trip, a cash bonus, or maybe a new set of clothes for the
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Charley Stokoe | Nov 5, 2021

How to Reduce Life Insurance Costs

Insurance
Risk Management
With rates as low and competitive as they have ever been, it's as close to a "buyers" market in life insurance as we'll get. Still, in these cash-strapped times
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Charley Stokoe | Nov 4, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Charley Stokoe | Nov 2, 2021

Put Courage in Your Investment Strategy

Finance
Investments
Warren Buffet has made no secret of his successful investing strategy. "Buy into fear" he says, "Buy when everyone else is selling". For most, average investors
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Charley Stokoe | Oct 29, 2021

Should You Take Early Social Security Retirement Benefits?

Finance
Retirement
Most people are aware that they can begin collecting their Social Security retirement payout at age 62, and, in doing so, they are informed that they will be
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Charley Stokoe | Oct 28, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Charley Stokoe | Oct 26, 2021

How Exactly Does Life Insurance Work?

Insurance
Few financial instruments are as complex as life insurance, but it doesn't have to be a mystery as to how it works. For most people, life insurance is the
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1804 Krokus Dr.
Keller, TX 76248

CA. Ins. Lic. No. 0721561
TX. Ins. Lic. No. 2462108
WA. Ins. Lic. No. 801159

Contact Info

714-892-8586

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Nothing on this website should be implied to offer tax or legal advice.  You should always consult your own tax and legal advisors regarding your own tax and legal situations. 

Both Life Insurance and Annuity policies have fees.  These fees, including surrender change which are common to these policies, are fully described in the sales and illustration documents which you can expect to receive, and should review, before making any purchase.

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