Shawn Sembar

3791 W Loxton Loop Coeur d Alene, ID 83815

Phone:

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

Tax-Deferred Savings

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?