Philip Benson Alliance Advisory Group

03/09/2023

4 in 5 business owners do some sort of financial planning, according to the 2021 Guardian Confidence Study. And business owners can also take steps to help improve their employee’s financial wellness.

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this issue with a financial wellness program.

03/02/2023

77% of business owners report having trusted people to guide them on financial topics, according to the 2021 Guardian Confidence Study. If you’ve got a goal of owning a company, these financial tips can help:

Are you an aspiring entrepreneur wondering “What does it take to run a company?” This article lays out a helpful path for getting your small business off the ground.

02/23/2023

Investing your money can lead to greater long-term financial security, but you’ll want to know these four fundamentals about investing first. And I'm here when you're ready for number 4.

The first step in successful investing is to learn these 4 strategies. Learn the fundamental principles of long-term investing.

02/16/2023

Wanting to feel more financially protected and confident is an admirable goal. And learning how to attack your credit card debt can help you get there. https://bit.ly/3iUCC9z

02/09/2023

On your path to financial wellness this year, don’t skip the important emergency fund step! Read this for how to help start your emergency fund today, where to put it, and how to use it. https://bit.ly/3XhDfsO

02/02/2023

Looking to achieve financial wellness in this new year? The first step is to make a budget you’ll stick to. Check out these tips to help you create a simple budget you can follow.

Why can’t I stick to a budget? Sound familiar? Here’s how to make a budget that is simple to keep yet flexible enough to adapt to your lifestyle.

01/26/2023

Whether your financial goals are big or small, short-term or long-term, there are easy things you can start doing now to help improve your financial wellness. Check out the list here:

Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a matter of minutes.

11/24/2022

Wishing all a blessed Holiday!

10/04/2022

Whole life insurance can be another means to supplement your retirement income. Protecting you while building cash value. View this infographic and let us discuss how this strategy can work for you.

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

10/01/2022

Funding for women-owned businesses is expanding with record-breaking numbers. It is important to know your funding options, so you are set up for success. Review these curated funding options and connect with me to learn more.

In the first six months of 2021, female founders raised over $25 billion for their companies. Here's how women entrepreneurs can fund their business.

09/29/2022

A well-balanced portfolio is no longer just a mix of stocks and bonds. Many long-standing financial tools are often overlooked. Learn how whole life insurance can help diversify your portfolio and reduce overall risk.

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term financial goals.

09/26/2022

Check out this infographic that debunks some of the common myths around life insurance so you can make better decisions to protect your loved ones.

Do you believe any of these financial myths? Learn the truth about these common misconceptions can get in the way of your financial goals.