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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

What Is Robinhood? Robinhood is a stockbroker app that focuses on helping everyday individuals get into investing and better their personal finance. The app has taken hold of millions of people. To be exact, the app has over 1 million downloads on the Apple store alone. They also have a […]

What Is Robinhood?

April 4, 2020 in life tagged economics / education / investing / Personal Finances / technology by Jenny McCann

How to create your own will and testament Wills are an emotional thing to create. It’s often one of the hardest things some of us will have to do. However it’s just a part of life, it’s something that tells the world what you want to do with your property […]

How to create your own will and testament

March 16, 2020 in life tagged #assets / future / Personal Finances / will and testament by Jenny McCann

What is the ability-to-repay rule? “The ability-to-repay rule is the reasonable and good faith determination most mortgage lenders are required to make that you are able to pay back the loan,” states Consumer Finance Protection Bureau. The rule is important because it helps determine if you can afford to pay […]

What is the ability-to-repay rule?

January 19, 2020 in life tagged finances / money / mortgage / Personal Finances by Jenny McCann

Personal Finances Having strong personal finances is extremely important. If you have a strong understanding of Personal Fiances and how they work you can have a strong and fruitful financial future. There are a lot of steps to have a strong and fruitful financial future. Here are some tips! Budgeting […]

Personal Finances

January 17, 2020 in life tagged budgeting / money / money management / Personal Finances by Jenny McCann

What is a Qualified Mortgage? There are Qualified Mortgages and unqualified Mortgages. “A Qualified Mortgage is a category of loans that have certain, more stable features that help make it more likely that you’ll be able to afford your loan.” states the Consumer Financial Protection Bureau. A Qualified Mortgage is […]

What is a Qualified Mortgage?

January 16, 2020 in life tagged Home ownership / money management / mortgage / Personal Finances by Jenny McCann