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Welcome to Insurance Services Northwest, a full-service company specializing in Medicare Planning, Group / Individual Health, Life Insurance, Long Term Care, as well as Retirement Planning.
Since 1992, we have offered specialized personal service with integrity for Northwest Oklahoma.
Our goal is to create a personal relationship with you, so we can best serve you and your family needs.
As personal health and financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Monitor your health, life, and financial progress
- Make investment planning easier
- Help manage risks both health and financial
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at 580-242-2488 or e-mail. We will be happy to help. We look forward to talking with you.
Newsletters
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.