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Winter 2011 Edition
» Your Life
» Your Membership
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Your Life
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What is Financial Planning?
As a planner and an educator in financial literacy and retirement, I interact with a lot of people and can say without reservation that there is widespread misunderstanding about the financial planning process.
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Do you have Long Term Care Protection?
With long- term care costs increasing every year, here’s some good news: you may already have a way to pay for long-term care and not even know it! Navy Mutual’s Permanent ‘Plus’ plan provides long -term care protection at no extra charge.
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Estate Planning and the New Estate Law
Young or old, married or single, wealthy or middle-class, with or without children, everyone needs to formalize their final wishes in some type of estate plan.
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Estate and Gift Tax
New “portability” rules allow an executor to elect to transfer any unused exclusion to a surviving spouse. Determining how to apply the portability rules is complex.
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Your Membership
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Attention Military Retirees and Annuitants
In case you missed the write up about the 2011 Tax Changes in the Defense Finance and Accounting Service Retired & Annuitant Newsletter, we’ve added it to our newsletter for your convenience.
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Reap the Benefits of Navy Mutual Membership
Membership with Navy Mutual means being provided with truly competitive products, responsive customer service and the expertise of an organization focused solely on life insurance and its military members.
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