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Jefferson Memorial across Tidal Basin with boats
Several small American flags in green grass

Belikove & Graves Insurance and Financial Services

4811 Cumberland Ave
Chevy Chase, MD 20815

Phone:

James Belikove - 240-387-2182

Fax:

240-388-9347

E-mail:

belikove and graves together pic.jfif
Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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