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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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Car Affordability
How much can you afford to pay for a car?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.