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Brumm & Associates, Inc.

Brumm & Associates, Inc.

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  • Three Ways to Help Simplify Your Finances Over time, finances can become complicated
  • Here are three ideas that might make them simpler and less stressful

Three Ways to Help Simplify Your Finances

Over time, finances can become complicated Here are three ideas that might make them simpler and less stressful

  • Where to Look for Lost and Forgotten Money States hold unclaimed property for about one in 10 Americans
  • Here are some online resources that may help you find out if you’re one of them

Where to Look for Lost and Forgotten Money

States hold unclaimed property for about one in 10 Americans Here are some online resources that may help you find out if you’re one of them

  • Why Small Businesses Should Pay Attention to Accessibility Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites

Why Small Businesses Should Pay Attention to Accessibility

Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites

  • Famous People Who Died Without Proper Planning Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans

Famous People Who Died Without Proper Planning

Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans

  • Savings Accumulation Estimate the future value of your current savings

Estimate the future value of your current savings

  • Tax-Deferred Savings Compare the potential future value of tax-deferred investments to that of taxable investments

Compare the potential future value of tax-deferred investments to that of taxable investments

  • Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73

  • Life Expectancy Knowing your likely life expectancy is an important factor in making long-term financial plans

Knowing your likely life expectancy is an important factor in making long-term financial plans

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