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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

When tackling debt, there are unlimited ways you can go about it. Each one might receive promotion as the ideal method, but that truly depends on each individual and how they best interact with money. The snowball method is one of the more popular debt reduction methods. This strategy focuses […]

Crushing Debt with the Snowball Method

February 21, 2024 in life tagged budgeting / debt / Personal Finances / snowball method by Kayla Gonzalez

Man writing notes about his relationship with finances — How is your relationship with money? How is your relationship with money? Finances and money represent one of the principal concerns during our adult lives. Much of our effort and quality of life will depend on how we manage our finances while we work. During this time, we must plan for […]

How is your relationship with money?

August 3, 2022 in life tagged financial literacy / George Samuel Clason / Insurance / money / Morgan Houssel / Personal Finances / Poor Dad / relationship with money / Rich Dad / Robert Kiyosaki / Savings / The Psychology of Money / The Richest man in Babylon / wealth by Jessimar Lopez

Deciding how much life insurance you need can be tricky. Luckily, there are a few common approaches that you can use as a starting place. — Most people know that life insurance is an important financial investment; however, few are aware that their policies are lacking in the amount of coverage they need. Deciding on the right amount of coverage can be tricky. Many personal factors affect how much or what kind of coverage is needed. […]

How Much Life Insurance Do I Really Need?

September 23, 2020 in life tagged #assets / buying life insurance / Financial planning / life insurance / Personal Finances by Macee Hall

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

the importance of seeing a financial professional — Speaking to a financial professional can make navigating the financial landscape much easier through their important services. It is vital to recognize the importance of financial planning for the financial future of you and your family. Importance Of Financial Planning Planning your finances is crucially important to think about early […]

The Importance Of Consulting A Financial Professional

August 18, 2020 in life tagged budgeting / finances / Financial planning / Personal Finances / retirement planning by Jenny McCann

The main source of retirement income for Americans is via the use of a 401(k). However, there is another option that should be considered when stashing your cash for retirement. An indexed universal life insurance plan (IUL for short) is a life insurance policy that can help maintain and […]

Using Indexed Universal Life Insurance to Maintain and Grow Wealth

August 17, 2020 in life tagged 401k / Financial planning / Personal Finances / Retirement / retirement planning by Jeffrey Cooperstein

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

Apple launches Path to Apple Card Apple launched a path to the Apple Card program – designed to focus on helping individuals with previously declined applications qualify for the Apple card. This four-month program sends notifications to the user’s phone with suggestions once a month on how they can better […]

Apple Launches Path to Apple Card

July 5, 2020 in life tagged budgeting / finances / Financial planning / Personal Finances / technology by Jenny McCann

perfect agent — Find the Perfect Insurance Agent Need help finding the perfect insurance agent? It is important to have a good insurance agent, and yet, it is a very underrated requirement in today’s society. It might not be of much importance to you at this point, but this might lead to a […]

Find the Perfect Insurance Agent

April 10, 2020 in Health / life / Medicare tagged buying life insurance / insurance agents / life insurance agent / Personal Finances by Sara Awati