Jeb Bell at HCP Companies

05/18/2020

All good things must come to an end.

(Bloomberg Opinion) -- Goodbye, high-yield savings accounts. We hardly knew you.For years, the oxymoronic products were a resounding success for both consumers and financial institutions alike. After getting almost zero interest from big U.S. banks, individuals who parked their excess cash with the....

03/27/2020

The house just passed the proposed $2 Trillion stimulus package that includes direct payments to citizens. Will you be getting a payout? Find out here:

Over 80 percent of American adults will receive a payment.

03/24/2020

Here's the schedule for our Silver Lining's Series as well as the links to each of the events:

Tuesday, March 24, 2020 (12:00 pm - 1:00 pm CST) –
Speaker: Michael Trinitapoli with Prudential
Topic: Retirement Income Planning
To Register, go to:
https://zoom.us/webinar/register/WN_wg_HfQZ_QqSCaKHDKzYHGw

Thursday, March 26, 2020 (12:00 pm - 1:00 pm CST) –
Speaker: Heath Albritton with Renasant Bank
Topic: Mortgage Planning
To Register, go to:
https://zoom.us/webinar/register/WN_Lsn4ws-mSfK8Jvj5JXBc5g

Tuesday, March 31, 2020 (12:00 pm - 1:00 pm CST) –
Speaker: Matt Faulk with Law Firm of Matt Faulk
Topic: Legal Documents Planning
To Register, go to:
https://zoom.us/webinar/register/WN_V1usYqmdRPWfREe0I1-lyw

Thursday, April 2, 2020 (12:00 pm - 1:00 pm CST) –
Speaker: CPA Chris Lee
Topic: Tax Planning
To Register, go to:
https://zoom.us/webinar/register/WN_xG_x7UaCQ2ayaya-I2SGng

Tuesday, April 7, 2020 (12:00 pm - 1:00 pm CST) –
Speaker: Stephen Hall with HealthMarkets Ins.
Topic: Health Insurance Planning
To Register, go to:
https://zoom.us/webinar/register/WN_8XtQ6BpRSQKzp60TC8C_NQ

Thursday, April 9, 2020 (12:00 pm - 1:00 pm CST) –
Speaker: Zach Carter with Montgomery & Assoc. Topic:
P&C Insurance Planning
To Register, go to:
https://zoom.us/webinar/register/WN_eFk5keIvQcy7jBiTshdVLw

02/11/2020

https://www.marketwatch.com/story/this-could-be-the-most-important-retirement-savings-vehicle-for-2020-2020-02-10?mod=mw_latestnews

A triple-tax advantage and growth potential!

Why you should consider health savings accounts

06/17/2019

The world is changing quickly and the stats show that people's savings just aren't keeping up.

One of the toughest problems retirees face is making sure their money lasts as long as they do.

06/11/2019

How does your household income compare to the average?

In a state-by-state ranking of incomes, residents of the District of Columbia have the biggest paydays overall, with household incomes averaging $116,090.

06/10/2019

Sometimes, the most important thing is not the most urgent thing. Money saved now is extremely powerful when you need it most.

Workers at every age should try to set aside some of their earnings for retirement, said CBS News Business Analyst Jill Schlesinger

04/24/2019

Big things happening! More to come.

Happy Friday! Today, we presented Boundbrook Advisory with a sign for their new office. Boundbrook Advisory has been a loyal referral partner over the years, but more than that, they have been great friends. Congrats on the new office!
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A huge thank you to Franklin Sign Co. for the beautiful sign! We couldn’t have imagined a better combo for Heath Albritton’s woodwork.

03/28/2019

A few small changes can completely turn things around.

ThinkAdvisor asked financial advisors to describe a big financial mistake they've seen millennial clients make.

03/26/2019

Some updates on the market:

However, the week's gains were wiped out on Friday amid renewed worries that the market continues to get ahead of itself in pricing in a better economic outlook than what economic data indicate.