Heather D. Matheney, CRPC®
@EvolveFinAdv
Helping clients with their finances using team-oriented planning, an education-forward approach & a personalized process so they can focus more on what matters.
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Branch Address: 1459 Interstate Drive, Suite 205 Cookeville, TN 38501
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC.
Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0L03310.
Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named Entity.
Heather D. Matheney Financial Advisor/Designated Supervisor 1459 Interstate Drive Suite 205 Cookeville, TN 38501
When deciding how much to contribute, consider your current living expenses. It's also a good idea to know the tax impact (how much your income can be lowered) and the time period until you receive distributions.
Term life insurance provides temporary coverage of up to 40 years. While your plan may expire before you die, this is a generally affordable life insurance option. Keep this in mind as you determine which life insurance plan is right for you at this life stage.
Permanent life insurance provides coverage for your lifetime, so long as you continue to pay premiums. The cost varies by policy type but is often between 5-15x term policy rates. Keep this in mind as you determine which life insurance plan is right for you.
There aren't many, if any, limits to what a beneficiary can use death benefit money for. There are some instances, however, when a death benefit may not be paid out. Let's discuss your life insurance policy and what it can and cannot cover.
Living in retirement is all about strategy. A retirement income distribution plan involves drawing up a budget that reflects all your income and spending expectations. If you have questions about your current strategy, let's talk. #retirementstrategy
Cantrell Financial Services will be closed Friday, April 7th in observance of Good Friday. Our office will reopen Monday, April 10th. We hope you and your family have a Happy Easter!
The Webb Space Telescope has captured a rare image of a star on the cusp of death, 15,000 light-years away. AP News has the stunning images: #NASA #WebbSpaceTelescope #WolfRayet124 apnews.com/article/webb-s…
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