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At Good Life Financial, our top priority is doing what’s best for our clients. We are local, experienced people you can trust. We thank our many valued clients for your continued trust, confidence and friendship. And to those evaluating our services, we look forward to assisting you with your insurance and investment needs.
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A helpful glossary of current scams.
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Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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See how catch-up contributions after age 50 could significantly boost your retirement balance.
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See how long your current savings might last if a disability interrupted your income.
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Track your monthly income and expenses to get a clearer view of your cash flow.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Estate conservation is too important to put off. Do you have a smart exit strategy?
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.