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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

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

For their most recent bond sale, the Allstate Corporation chose to circumvent big banks and instead hire only banks owned by minorities, women, and veterans. — For their most recent bond sale, the Allstate Corporation chose to circumvent big banks and instead hire only banks owned by minorities, women, and veterans. This historic move is one of the largest corporate deals to ever be fully managed by diverse firms and is the first deal of this […]

Allstate Hires Banks Owned by Minorities, Women, and Veterans

November 30, 2020 in life tagged business planning / life insurance / money management / veteran 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

annuity for retirement — Recently, AIG released two great pieces of information titled Solutions For A Changing Market and Market Commentary. These discuss the recent changes in the equities market and how using an annuity for your retirement is a great way to protect yourself from the ups and downs of the market. Risk […]

Annuity For Retirement Could Protect From Changing Markets

September 21, 2020 in Health / life / Medicare tagged annuities / investing / money management / Personal Finances / Retirement 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

401(k) Plan Contribution Deadline — The standard deadline for 401(k) plan contribution is December 31st, but it is never too early to start thinking about end-of-year 401(k) plan deadlines. While it is always good to start early, there are a few different plans that have deadlines that are significantly earlier than the December 31st traditional […]

401(k) Plan Contribution Deadline

August 16, 2020 in life tagged 401k / Financial planning / money management / Personal Finances / savings account by Jenny McCann

A grandfather looks down at his granddaughter who is smiling and sitting in the grass with an Easter basket. Grandparents can purchase whole life insurance for their grandchildren to help build their financial future. — Parents and grandparents work diligently to provide opportunities for their children that they were not provided. With financial security ranking among many seniors’ top factors of a successful life, grandparents seek ways to provide for their descendants as they reach adulthood. Those looking to provide for their grandchildren’s futures can […]

Provide Financial Security with a Signature Whole Life Policy

August 7, 2020 in life tagged money management / personal debt / Retirement / Savings by Macee Hall

What could a fourth stimulus package include? There is a lot of talk about whether there will be a fourth stimulus package. Both sides feel that we need to do something. Whether that is cutting payroll taxes, or more direct payments to the eligible population. In this article, we are […]

What could a fourth stimulus package include?

May 18, 2020 in life tagged finances / government / government aid / money / money management by Jenny McCann