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    • A FEW WORDS ABOUT US

      We here at All Faith Financial Services specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • After one year of retirement, here's what you need to do. Once you get through the first year of retirement, you probably think you can coast for the next 30 years. That's not necessarily true. This is not the time to get comfortable. Things are never that simple in retirement. As you head into year two, it's the perfect time to assess what you're doing right and what you may be doing wrong.[...]

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      Recently, an esteemed group of experts in business and finance, economists and education, convened in Washington, D.C. along with our Executive Director Jim Poolman and editors from The Atlantic for a roundtable dinner to talk about the reality of retirement readiness amid America’s workforce. Our recently released Retirement-Readiness Scores and accompanying data suggests [...]

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      This week the Indexed Annuity Leadership Council (IALC) released The State of America’s Workforce: The Reality of Retirement Readiness study and corresponding white paper, which found retirement readiness is influenced by two key factors: the industry you are in and your company size. Based on findings from a national survey of more than 2,000 full-time working Americans, across white-, blue [...]

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    • Question: I want to leave my IRA accounts (money) to various charities. Should the beneficiary of these accounts be “my estate”? Jean   Answer: Hi Jean, It is wonderful that you are charitably inclined. Instead of naming your estate as the beneficiary of your IRA, you may want to name the charities directly as your IRA beneficiaries on the beneficiary designation [...]

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      If you have a Health Savings Account (HSA) with family coverage, determining your 2018 contribution limit has been an adventure. This in one of the many unintended consequences of the Tax Cuts and Jobs Act (TCJA). Many of the HSA limits are indexed annually for inflation. Back in May of 2017, the new numbers for 2018 were released. At that time, it was announced that the 2018 HSA [...]

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      Question: Can you please advise regarding the following: I’m 63 years old and am required to take a yearly RMD [required minimum distribution] from my deceased Mom’s IRA (BDA).  In order to save on taxes, am I allowed to have my financial institution send the RMD directly to a charity even though I’m not 70 ½ yet ? Also, when I’m retired and not able to itemize, is there any way[...]

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