Zachary Smith - Business Development Associate at Alliance Advisory Group

08/20/2021

Starting to think about your retirement strategy?

This infographic shows how Whole Life Insurance can address the most common concerns, such as taxes, health care costs, and the uncertainty revolving the future of Social Security.

livingconfidently.com

08/19/2021

How would your life be different if you had better control over your cash flow?

You’d be able to save enough to achieve the future you want, whether that includes a new house, that dream vacation, or your child’s education.

I have good news. When you map out your cash flow and tell your money where to go (instead of asking where it went), you gain confidence in your ability to meet your goals. It becomes believable.

To start your journey to better cash flow management, send me a message and we can schedule your complimentary 30-minute consultation with me!

08/04/2021

The events from 2020 proved that we must be financially prepared for the unexpected. From insurance to emergency funds, this article shares tips on how to anticipate setbacks and prepare for whatever life throws at you next.

www.synchronybank.com

07/30/2021

As things continue to go back to 'normal,' many of us will be planning for vacations again if you haven't already.

This Travel Budget Calculator can save you from overspending and is super easy to use! It also has relevant tips and facts at the bottom of the page, such as the 50/30/20 rule.

mint.com

07/27/2021

This is a helpful infographic that shows how you can achieve Financial Wellness throughout the course of your life.

If you have any questions or don't know if you're on track to financial wellness, send me a message and we can talk!

livingconfidently.com

07/21/2021

Many people believe that paying off debt as soon as possible is always the best option - but sometimes that 'extra' money can best be spent elsewhere!

Refinancing their mortgage allowed this couple to go from a 3.875% interest rate to a 2.875% 30-year fixed mortgage, shaving 1% off our mortgage interest rate.

This 'extra' that money they were going to spend on paying off their mortgage, they ended up putting into a separate investment account and letting that money grow in the meantime.

www.businessinsider.com

07/07/2021

As most of you know, I recently began my career in the financial services industry with a great firm, Alliance Advisory Group.

We are holding a virtual informational event where we will discuss what we do, our philosophy, and the impact that we make on our clients lives through our services.

If anybody is interested please feel free to register, or reach out to me for the link / any other questions you might have! Thanks!

06/28/2021

Thanks to everyone for joining! I will be using this page for business purposes only. As most of you already know, I am pursuing my passion in finance and recently began my career in the financial services industry with Alliance Advisory Group. It will be greatly appreciated if you interact with my posts and give me feedback, but obviously not expected. Last but not least, if anybody (or someone you know) has any sort of finance-related questions or is wondering what kinds of things we do at AAG, please don't hesitate to reach out! Thanks guys.