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401-864-0738

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Monthly News & Updates

 

October 2024

 

Estate Planning 101

Having a smart estate plan is essential for everyone—regardless of assets, age or income. Along with helping ensure your assets are distributed according to your wishes, estate planning can also help minimize taxes, protect your beneficiaries and allow you to appoint trusted individuals to make decisions on your behalf if you’re unable to do so in the future.

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Tax Deductions for Non-Itemizers


A common misconception in tax filing has been that if you use the standard deduction versus itemizing your deductions you have few additional benefits available to reduce your tax bill. This is often not the case.


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Are you Making These Mistakes with your IRA?

If you have an IRA account you may be making big mistakes taht could cost you thousands. We have published a

FREE REPORT

"Common IRA MIstakes".



In this exclusive report, you’ll learn why your IRA may be your biggest retirement liability. And, if it is, you’ll learn what you can do about it. In the next few pages you’ll also learn the real truth about IRA investing. You’ll even discover some of the IRA tax traps that snare many people. You may also learn how to save tens or even hundreds of thousands of dollars in taxes on your IRA over your retirement.

GET YOUR REPORT HERE
 

THE "TRUTH" ABOUT LIFE INSURANCE


Life Insurance is our specialty. Many families are underinsured or not insured at all. Many people don't even know where to start. We have prepared an exclusive 


FREE REPORT " The Truth About Life Insurance".

This REPORT will give you valuable information about Life Insurance and it's huge importance for your financial security. Click Here and You will have INSTANT ACCESS to this exclusive report. Please let us know if you have any questions 401-864-0738..

Fred Sundin

President

Sundin Financial Group

sundinfinancial@yahoo.com

401-864-0738

 
 
 
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