First Madison Financial and Insurance Services

For all your Health-Life-Annuity-401(k)-College-Retirement-Term Insurance needs



 

 



 

 



 

 



We at 1st Madison Financial feel that selecting the right people to work with may be the most important decision you and your company will ever make.

 



 

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Beyond Medicare: What Are Your Options?

A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

Health Savings Account: Funding an HSA Could Help You Prepare for Retirement

In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

Equity REITs and Rising Rates

Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

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Check the background of this financial professional on FINRA's BrokerCheck