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Belikove & Graves Insurance and Financial Services

Contact Us

4811 Cumberland Ave Chevy Chase, MD 20815
  • Phone:
    James Belikove - 240-387-2182
  • Fax:
    240-388-9347
  • E-mail address: jim@belikoveandgraves.com
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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Newsletters

  • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

    Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

  • Important Tax Breaks for Pass-Through Businesses

    Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

More Newsletters »

Calculators

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Cost of Retirement

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

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

More Calculators »

Contact Us

4811 Cumberland Ave Chevy Chase, MD 20815
  • Phone:
    James Belikove - 240-387-2182
  • Fax:
    240-388-9347
  • E-mail address: jim@belikoveandgraves.com
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