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A happy husband and wife laugh together outside. — Sometimes, as people age, they will need assisted care to maintain their everyday lives, especially those suffering from disabilities, disorders, or chronic medical conditions. These ailments may hinder daily activities including bathing, dressing, and eating. Not everyone has a relative who can help them in these situations. So, how does […]

Long-Term Care Insurance: 3 Fallacies Busted

November 13, 2024 in life tagged assisted living / awareness month / Financial planning / insurance myths / long term care insurance by Joey Hinojosa

Stack of coins representing steady and guaranteed financial growth over time with a fixed annuity. — When it comes to making money, it’s important to be rational. The same applies when it’s time to preserve that money and convert it into reliable income. When it comes to safeguarding your financial future, few financial tools offer the predictability and peace of mind that a fixed annuity provides. […]

What is a Fixed Annuity?

August 21, 2024 in life tagged annuities / Financial planning / Personal Finances / retirement planning / taxes by Jose Lerma

A young man analyzes his finances at his computer. Photo by Storyblocks. — Life insurance is an essential expense. However, you can avoid overpaying for your life insurance if you take the time to run some numbers and put together a plan. Here’s our step-by-step guide to help you determine how much life insurance you (and by extension, everyone you care about) will […]

How To Figure Out How Much Life Insurance You Need

August 7, 2024 in life tagged death benefit / education / Financial planning / Funeral Plans / life insurance by Cristin Dickey

Photo by James Wheeler on Unsplash. We tend to think about life insurance as a rare-to-pull ripcord—a plan set in place for the worst of worst-case scenarios. But life insurance can do a lot more for you and your loved ones than you think! In this article, we’ll cover the […]

The Secret Benefits of Life Insurance

April 3, 2024 in life tagged benefits of life insurance / Financial planning / life insurance / retirement planning / will and testament by Cristin Dickey

girl with special needs playing the guitar with her mom besides her — Navigating financial planning is deeply personal for families nurturing children with special needs. It’s about more than immediate needs—this pursuit involves ensuring a secure, loving future. Life insurance becomes a beacon of hope in this journey, and a life policy provides a flexible safety net that grows with your child, […]

Life Insurance: Building Financial Safety for Special Needs Families

March 6, 2024 in life tagged benefits / child safety / economics / Final Expense / Financial planning / money management by Aris Mercedes

Here, we have compiled a list of financial mistakes to avoid over age 40. — Money doesn’t grow on trees, and you’ve likely figured that out by the time you’re in your 40s. At this point, your decisions matter more than ever because they lay the groundwork for the decades ahead. It can be hard to know what to spend now and what to save […]

Financial Mistakes to Avoid Over Age 40

October 17, 2020 in Health / life / Medicare tagged 401k / debt / Financial planning / life insurance / retirement planning by Macee Hall

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

Teaching financial literacy for children is an invaluable tool that parents can give to their children at a very young age. It is never too early to learn about the importance of money, and thanks to Mac Gardner, there is a book that will help you with the process. The […]

Financial Literacy for Children

October 14, 2020 in life tagged child life insurance plans / Financial planning / money management / Savings 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