4 steps women can take to help prepare for retirement
Many men and women may approach money management differently and this difference can often extend to planning for retirement. While they...
top of page
Search
Manny
- Feb 10
- 3 min
Financial Organization is the First Step Towards Building Wealth
Financial organization is often an overlooked aspect of building wealth, but it is one of the most important first steps that individuals...
2 views0 comments
Manny
- Feb 1
- 2 min
Don't Wait to Retire Before You Start Planning For It
Retirement is a stage in life that everyone looks forward to. After years of hard work and dedication, it is finally time to kick back,...
0 views0 comments
Manny
- Jan 31
- 2 min
5 Ways to Manage Your Personal Finances
It’s no secret that managing your personal finances can be a difficult task. With so many things to keep track of – from bills to savings...
6 views0 comments
Manny
- Jan 30
- 2 min
Working With a Financial Advisor versus D.I.Y.
As life gets busier, more and more people are seeking help from financial advisors to manage their finances and plan for the future. The...
3 views0 comments
Manny
- Jan 25
- 2 min
Why You Should Consider Becoming a Life Insurance Agent
The life insurance industry is an integral part of our modern economy and getting life insurance coverage is one of the most important...
1 view0 comments
Manny
- Jan 25
- 2 min
What Are Juvenile Life Insurance Policies?
Juvenile life insurance policies are life insurance policies that are specifically designed for children. They are typically purchased by...
1 view0 comments
Manny
- Jan 24
- 2 min
What is Final Expense Life Insurance and Should You Buy It?
Final expense life insurance is a type of life insurance policy that is designed to cover the costs associated with end-of-life expenses,...
2 views0 comments
Manny
- Jan 24
- 2 min
What is a 401(k) Rollover and Should I Do It?
When you leave your employer, you have several options for what to do with the money in your 401(k) plan. One option is to roll the money...
1 view0 comments
Manny
- Jan 24
- 2 min
What is Infinite Banking?
Infinite banking is a concept that involves using a whole life insurance policy as a savings and investment vehicle. It involves taking...
0 views0 comments
Manny
- Jan 24
- 1 min
Is Mortgage Protection Life Insurance (MPLI) the Same as Private Mortgage Insurance (PMI)?
Mortgage Protection Life Insurance (MPLI) and Private Mortgage Insurance (PMI) are two different types of insurance, with different...
1 view0 comments
Manny
- Jan 24
- 2 min
Should You Reply on Social Security For Your Retirement?
Social Security is a social insurance program run by the federal government of the United States. It is designed to provide financial...
1 view0 comments
Manny
- Jan 24
- 1 min
What Are My Options for Retirement Planning?
There are several options for retirement planning, including: 401(k) or employer-sponsored retirement plan: Many employers offer 401(k)...
1 view0 comments
Manny
- Jan 24
- 3 min
How Do I Know What Type of Life Insurance is Best For Me?
There are several types of life insurance, including term life insurance, whole life insurance, and universal life insurance. The best...
2 views0 comments
Manny
- Jan 24
- 3 min
How to Protect Your Retirement Accounts From Market Losses
There are several ways to protect a retirement account from market losses. I you want to stay invested in the stock market, you have...
2 views0 comments
Manny
- Jan 23
- 2 min
Why Do You Need a Financial Plan?
Financial planning is crucial for achieving financial stability and security. Without a plan, it can be easy to overspend and fall into...
4 views0 comments
Manny
- Jan 18
- 2 min
What is Life Insurance with Living Benefits?
Life insurance is a vital aspect of financial planning, providing financial security for your loved ones in the event of your untimely...
3 views0 comments
Manny
- Jan 18
- 2 min
What Does a Potential Recession Mean To My Retirement Plans?
What Happens If We Go Into A Recession? The pending recession and its impact on people's retirement is a topic of great concern for many...
10 views0 comments
Manny
- Jan 17
- 3 min
What are Profit-Sharing Plans and Are They Right For Me?
What is a profit-sharing plan? A profit-sharing plan is a type of retirement plan in which a portion of a company's profits are set aside...
3 views0 comments
