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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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Savings Goals
How much should I save to reach my goal?
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Current Retirement Savings
Are my current retirement savings sufficient?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
Newsletters
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.