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

A RETIREMENT & INSURANCE PLANNING ORGANIZATION

Newsletters

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

Studying the Earnings Test

The retirement earnings test reduces Social Security benefits for younger beneficiaries whose earnings exceed annual levels.

Solving the Salary Puzzle

The size of the small business owner’s paycheck may initially depend on how much is left over after expenses and taxes.

Liability Protection for Business Owners

Organizing as a limited liability company has its benefits and offers many of the same legal protections as a corporation.

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Calculators

Tax-Deferred Savings

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

Life Insurance

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Goals

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

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Phone: Office: 435-637-5433; Mobile: 435-650-3293

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