Wealth Accumulation ~ Asset Protection ~ Estate Conservation
A subsidiary of THE BAKUN ORGANIZATION, LLC.
The Perseverance Institute
P.O. Box 282
Montgomery,
NY
12549
Phone:
- 845-926-2787
E-mail:
Newsletters
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.