IRA Wealth MaximizationThis text will be replaced
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The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
New York Life Insurance Company
Contact Us
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
New York Life Insurance Company
Contact Us
Calculators
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Annuity Value
What is the future value of an annuity?
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Savings Goals
How much should I save to reach my goal?
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Current Retirement Savings
Are my current retirement savings sufficient?
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Burial and Final Expenses
What are my needs for burial and final expenses?
Newsletters
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.