Financial Literacy

06/29/2023

08/08/2022

Are you prepared for your retirement?

07/28/2022

Will you be leaving your loved ones with bills? What can you do to avoid it?
Everest is the first Nationwide Funeral Planning and concierge Servive who can provide top notch services. They are there to support 24/7 in multiple languages. Almost anybody can qualify. no immigration statues with be checked. Ask me how?

06/15/2022

What do we know about CALSAVERS?
CalSavers is a retirement savings program for private sector workers whose employers do not offer a retirement plan. This program gives employers an easy way to help their employees save for retirement, with no employer fees, no fiduciary liability, and minimal employer responsibilities.
Employers with five or more employees must participate in CalSavers if they do not already have a workplace retirement plan. The following deadlines to register are based on the size of the business.
Please contact me for a free consultation to find the best option for you and your business.

05/25/2022

Why Life Insurance should be your top most priority?

We live in the illusion that we don't need life insurance. We come up with excuses to not plan for insurance because we think of it as an expense.

Instead, life insurance can be the biggest asset of your life if planned correctly.

A life insurance plan doesn't bring back the person, nothing can ever do that.
However, it can ensure that our loved ones are taken care of financially after our departure, and they have nothing to worry about it for the rest of their lives.

05/24/2022

Meet Will. His family is upset about his passing, but they're not stressed. Because when Will was among the land of the living, he made the smart move of sig...

05/05/2022

Are you looking to understand how money works? How to save money and how/where to invest? Or maybe simply you are looking for a second job to make a little extra $. Shoot me an email or DM me and tell me how I can help.

04/26/2022

Free workshop!!!!
Come in person or on zoom and learn about Long Term Care. Dm me for zoom id.