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insurance, securities, Price Utah-Jake Mellor Financial Services LLC

A RETIREMENT & INSURANCE PLANNING ORGANIZATION

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Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

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

Savings Goals

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

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