Life, Health (Medicare and Exchange), Keyman, Buy Sell Funding, 401Ks even for Sole Propirators and Annuities.
Welcome to our Web site, where you’ll find people who can answer your questions and educate you with personal consultations and a wealth of information in the form of newsletter articles, calculators, and research reports.
BE SAFE: Here is advice from the CDC: https://www.cdc.gov/coronavirus/2019-ncov/index.html
INSURANCE IS CONFUSING. We can help!. If you are looking for Medicare Insurance DO NOT CALL A FRIEND TO SEE WHAT THEY HAVE!! This is not like buying a washing machine. It is much more individualized than that. Mistakes can be difficult to fix. Let us guide you.
Health Insurance from basic to Medicare is in transition. It is our job to keep up and help you get what is best for you. Life insurance pays the mortgage and protects the family OR it has many business uses as well. ( Buy Sell funding, Executive Bonuses, etc.) Small business but would like a 401K? SURE. Even if you are a sole propriator. For information call Yvette 214-675-1358
ALSO DOING LIFE AND HEALTH,
So many ways to make a mistake and enroll in the wrong plan for you. I can help you avoid the permanent penalties that come with some mistakes. Turn off your phone and throw out the 5 pounds of mail a day you get that is so very confusing. I will educate you on how the system works so you can choose the right KIND of insurance. The carrier is the last thing to consider. Consultaions at no cost to you. Call me. Alex 972-241-9440.
Newsletters
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?