Why is it Important to Save?

youtube.com/watch I’m sure we’ve all seen an elder working at a fast food restaurant or grocery store chain. But have you asked yourself why are older people still working? Many working people do not have the financial education and did not learn the importance of saving money. If you have not started saving and haveContinue reading “Why is it Important to Save?”

I am Worried About my Lifestyle in the Future

What are you most worried about for the future? Nobody knows what the future has in store for us but the decisions we make today can shape the kind of future we want to have. Personally, I feel that I have made great decisions but there has come a point in time where I amContinue reading “I am Worried About my Lifestyle in the Future”

Workshop: 06/24/2023

Everyone should have some knowledge about taxes! But if you don’t know much about taxes or really don’t understand taxes too much, then attending a free financial workshop is the perfect opportunity to get some information. Join me this Saturday to learn more about taxes! This webinars is online via Zoom and registration is required.Continue reading “Workshop: 06/24/2023”

A Financial Education Story

I was going over an illustration today, specifically an IUL, and realized that this really serves multiple purposes. (Although I have an IUL policy and should already know the advantages, it goes to show you that you learn something new everyday.) So as I prepared the illustration I was working on and I explained it,Continue reading “A Financial Education Story”

College Funding

College is expensive! And many of us usually resort to raking up student loan debt to finance our children’s education. The good news is that there are free seminars about college planning that provide valuable information for parents. Want to learn more? Sign up for a free educational workshop. The topic this Saturday 05/27/2023 isContinue reading “College Funding”