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Goldstein Financial & Insurance

2292 W. Magee Road, Suite 260 Tucson, AZ 85742

Phone:

  • 520-444-4858

Fax:

  • 520-575-5801

E-mail:

  • Brian@GoldsteinFinancialAZ.com

Videos

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Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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Transcript

Calculators

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

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Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity - Member FINRA & SIPC

 

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