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Congress has been working hard throughout the week as a stimulus package agreement is inching closer. The deal as currently constructed would include stimulus checks. The rumored value of the stimulus checks is $600, just half of the first stimulus check payment at the beginning of the pandemic. The total […]

Stimulus Package Agreement is Inching Closer

December 18, 2020 in life tagged finances / government / money by Jeffrey Cooperstein

With the Pfizer vaccine approved by the Food and Drug Administration’s advisory panel, a COVID-19 aid package could be coming. One of the essential steps to the government providing an aid package was getting the vaccine approved and prepared to roll out to patients in a matter of days, and […]

A COVID-19 aid package could be coming

December 17, 2020 in Health / life tagged finances / government / money / money management by Jeffrey Cooperstein

Texas Governor Greg Abbott has reportedly held talks about the NASDAQ data center moving to DFW. This would be a historical move in the financial industry, as the Dow Jones, NASDAQ, and S&P 500 are all located in New York City. According to Abbott, NASDAQ is looking at moving its […]

NASDAQ Moving to DFW?

October 15, 2020 in life tagged finances / Financial planning / money / money management by Jeffrey Cooperstein

Celebrating 100 years of life is a campaign created by AIG (who is also celebrating its 100th year!) encouraging Americans to embrace the idea of living to the ripe age of 100. There is so much life to live after retirement. Here are some interesting facts to help you plan […]

Celebrating 100 Years of Life

October 13, 2020 in life tagged annuities / finances / Financial planning / life insurance / retirement planning by Jeffrey Cooperstein

What is the average Return of an Annuity? One of the most common questions asked by consumers is “what is the average return of an annuity?” According to Empower Brokerage’s annuity expert Derek Baltimore, there is no one true answer to this. Everybody has different financial goals, which may yield […]

What is the average Return of an Annuity

October 11, 2020 in life tagged annuities / finances / Financial planning / income / Retirement by Jeffrey Cooperstein

A retirement readiness check is something everyone over the age of 55 should plan to do. While the average retirement age is 62, it is never too early to get your ducks in a row and begin thinking about the next chapter of your life. Here are the three main […]

Retirement Readiness Check

September 28, 2020 in life tagged finances / Financial planning / insurance agents / Retirement by Jeffrey Cooperstein

agent during COVID-19 — The pandemic has significantly reduced the amount of in-person interaction all of us are having with our family and friends. That has even further cut down on the interaction that we have with people providing products and services like insurance agents. Even though this is the case with the COVID-19 […]

Consulting An Agent During COVID-19

September 27, 2020 in Health / life / Medicare tagged finances / Financial planning / insurance agents / insurance coverage / technology by Jenny McCann

When the COVID-19 pandemic began in March, no one could not have imagined senior financial isolation would be one of its side effects. Life insurance company, AIG, warns that is exactly what is happening and shares ways to combat financial exploitation against seniors. Senior Financial Isolation We now know that […]

AIG Warns Against Senior Financial Isolation

September 6, 2020 in life tagged aging parents / finances / scams / seniors by Jenny McCann

Why Is Protected Monthly Income Important? Recently, AIG released a checklist of things to discuss with your financial advisor about protected monthly income. As you are approaching retirement it is always important to do heavy planning so that you do not get caught off guard by unexpected expenses. However, many […]

Protected Monthly Income In Retirement

September 4, 2020 in life tagged annuities / finances / money management / retirement planning by Jenny McCann

Young adults should be investing in life insurance policies now to secure low premium rates and utilize some awesome benefits. — Young adults in their 20s and 30s should have life insurance policies. Sound crazy? Younger policyholders gain some awesome benefits when investing in life insurance! Investment Obstacles for Young Adults There are several obstacles young adults face when considering life insurance. One of the largest obstacles facing young investors is […]

Young Adults Should be Investing in Life Insurance

September 2, 2020 in life tagged finances / investing / life insurance by Macee Hall