OUR GOAL IS SIMPLE -
TO HELP OUR CLIENTS ACHIEVE AND SUSTAIN FINANCIAL SUCCESS
04/01/2024
All you need to know about Social Security in early retirement. Check it out to learn more!
Wife Retiring Early? Won't Hurt Your Survivors Benefit! Wife's Early Retirement & Your Social Security Survivors Benefit
03/28/2024
Mental Health and Financial Health Go Hand in Hand at Work
Companies that support employees on both fronts often have better working environments.
Mental Health and Financial Health Go Hand in Hand at Work Companies that support employees on both fronts often have better working environments.
03/28/2024
Having a home in retirement can be important for the stability of many. Read Retirement Daily's newest article for a guide to buying your dream home in retirement.
Navigating Retirement Home Purchases Secure Your Retirement Haven
09/21/2023
Are you up to date on your financial literacy? lack of knowledge is costing you money, teach your children about financial literacy,
Low financial literacy may be costing consumers money Low levels of financial literacy could be costing the average U.S. household over $5,000 every year, according to a recent study.
09/18/2023
Let's look ahead to the next two quarters 2023. Small business CFO's need to plan ahead
as the interest rate by the Feds will have a hike and unemployment will increase slightly. If the UAW strike continues
for the next two weeks it will have a major impact on the auto segment.
Plan ahead for the next wave of negative impact on the US economy.
CEOs trim hiring plans CEOs at many of the biggest U.S. companies forecast that the economy will grow 2.1% this year, according to the Business Roundtable.
09/15/2023
Subject line: Underinsured families are at risk, check your coverage today
Pre-header: There’s no better time than now to help ensure your family’s properly protected.
September is Life Insurance Awareness Month!
There are 101 million underinsured Americans.1 Are you one of them? Whether you’re embarking on parenthood, changing jobs, getting married, ending a relationship, or buying a home, there’s no better time than now to check your coverage.
I work with New Horizon MC LLC to provide life insurance protection from top carriers in just minutes with no medical exam (just a few online health questions), so you can fill any gaps quickly.
CTA:
As an agent, it’s my job to help support you as you figure out your life insurance needs in every stage of life.
Check your coverage now
Most people overestimate the cost of insurance by three times or more.1 Find out how easy and affordable it can be by reaching out to me at 305-582-1104 or getting a quote right now. Quick Quote. Or visit- At www.newhorizonmc.net life insurance tab.
09/13/2023
Social security might cut benefits for younger retirement applicants.
Social Security's trust funds are running dry. Here are 4 things to know Social Security pays retirement income to almost all U.S. seniors. But the program's finances have been stressed by demographic trends.
09/07/2023
September is Life Insurance Awareness Month, a 20-year tradition created and coordinated by NAIFA Raising awareness is important because 106 million adults in the United States believe their life insurance coverage is inadequate, yet misperceptions may be keeping them from getting proper levels of coverage.
I encourage you to visit (WWW.newhorizonmc.net) and look for TAB insurance and obtain an estimate from Ethos for the lowest-term insurance in the market.
Purchasing life insurance early is often a good decision. Young and healthy people are generally able to get less expensive coverage.
nearly 40% of people who have purchased life insurance wish they had done so earlier.
09/05/2023
Do you use Monte Carlo projection only? think again, if you are in pre-retirement.
Moving Beyond Monte Carlo Designing a retirement income strategy in a defined-contribution world requires tools that reach beyond static assumptions. (Steve Parrish)
09/04/2023
Excellent podcast by Jenn Steliga. We need to address the future and prepare
for the future. Let's have a conversation to look for the financial roadmap.
From Air Force To Financial Therapy Lessons In Financial Intimacy For Couples With Jenn Steliga “Having a healthy relationship with money is just rightfully understanding money as a tool.” Today, our host Ed Coambs embarks on an enriching journey into the world of financial intimacy with special guest, Jenn Steliga, a financial coach and a coaching-centric financial planner. They start by....
08/23/2023