Flaherty Financial

CENTRAL FINANCIAL SERVICES - 1099 Kenyon RD, Fort Dodge IA 50501

                              J. Mick Flaherty, CLU                              Jim Flaherty, LUTCF


Click here for Aviva Life and Annuity.

Click here for AMERITAS Life Insurance Corp.

 

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.
As with any security,request a prospectus from your registered representative.
Read it carefully before you invest or send money. Insurance and securities products are limited to residents of Iowa.
An agent from Central Financial Services will contact you to provide you with the requested information.

 

I AM LICENSED TO SOLICIT AND SELL LIFE INSURANCE AND ANNUITIES IN THE FOLLOWING STATES ONLY: (IOWA)
I AM NOT ABLE TO DISCUSS OR SELL LIFE INSURANCE OR ANNUITIES TO INDIVIDUALS OR ENTITIES
WHO RESIDE OUTSIDE OF THIS STATE
Calculators

Tax-Deferred Savings

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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