Retirement Planning, Investment Planning, & Insurance Planning for
Business Owners and Individuals in Louisiana
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Titan Value Equities Group, Andre' Caubarreaux & Alexis Gaspard, CFP®
P.O. Box 593 / 135 Cocoville Road
Marksville,
LA
71351
Phone:
- 318-253-8805
Retirement Planning, Investment Planning, & Insurance Planning for
Newsletters
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How Long Should You Keep Financial Records?
The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
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Community Property Laws: Yours, Mine, and Ours
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
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Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Rules of the Rollover
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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