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Annuity Awareness Month

June 24, 2025June 5, 2023 by Joey Hinojosa
A person's hand places a coin in a nearly empty piggy bank that sits on a bed.

Annuity Awareness Month June is Annuity Awareness Month, so let’s explore the basic kinds of annuities and why you might consider purchasing one. What is … Read more

Tags Annuities, baby boomers, finances, Retirement

Avoiding Travel Scams

June 20, 2025February 6, 2023 by Kayla Gonzalez

Most individuals look forward to their retirement because it is when they have planned to start or continue traveling. There is no more PTO to request. … Read more

Tags finances, Retirement, Scamming & Fraud, Technology, travel

Do I Need Prescription Drug Coverage?

July 8, 2025December 19, 2022 by Jose Lerma
Medications covered under a prescription drug coverage plan.

Do I really need prescription drug coverage? “I don’t need prescription drug coverage because I don’t take any medications!” “I get my medications cheaper without … Read more

Tags finances, prescription drug coverage, Prescription drugs

The Basics of Last Will and Testament

June 10, 2025September 12, 2022 by Jessimar Lopez
Last will and testament with notary public tools

Should I Have a Last Will and Testament? Do you know more than 50% of the USA population do not have a will because they think they … Read more

Tags family, finances, Funeral Costs, Funeral Planning

Financial Life Stages

June 10, 2025August 15, 2022 by Jessimar Lopez
Coin stack with young green sprout growing on top to symbolize financial life stages concept.

Financial Life Stages A person goes through financial stages throughout life: accumulation, building, and retirement years. Each life stage has a set of actions to take based on … Read more

Tags family, finances, financial mistakes, saving for retirement

Online Shopping Safely This Holiday Season

June 26, 2025December 30, 2021 by Kayla Gonzalez
online shopping

More than half of my Christmas shopping this year was done from the comfort of my own home. As we are still amid a pandemic, … Read more

Tags Cyber Security, finances, Scamming & Fraud

Delaying Retirement Increases Wellness

June 2, 2025November 27, 2021 by Brittany Herring

Health and Financial Benefits of Delaying Retirement Retirement is a goal that everyone achieves in their own way, however, not everyone may be ready for … Read more

Tags finances, health benefits, Retirement, senior lifestyle

Life Insurance Awareness Month

June 2, 2025September 4, 2021 by Kayla Gonzalez
Life Insurance Awareness Month

In case you haven’t heard, September is Life Insurance Awareness Month. Life Insurance Awareness Month, otherwise known as LIAM, is a nationwide campaign that was … Read more

Tags family, finances, Life Insurance, Retirement, saving for retirement

What You Should Know About Good and Bad Debt

June 2, 2025August 17, 2021 by Kayla Gonzalez
good and bad debt

It has been ingrained in us that “debt” is a bad word and should be avoided at all costs. However, paradoxically, there are some forms … Read more

Tags credit, finances, financial mistakes, Retirement, saving for retirement

What is the Difference Between Generic and Brand-Name Drugs?

May 28, 2025July 8, 2021 by Kayla Gonzalez
generic brand-name drugs

As with most other products and services in the healthcare field, Americans spend a lot of money on medications. In 2020 alone, the United States … Read more

Tags alternative medicine, finances, food & drug administration, prescription drug coverage, Prescription drugs
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