Magnolia Financial Group

01/11/2022

Check out this article about Estate Planning! Happy Tuesday friends!

We've helped hundreds of clients with complex estate plans and are here to help you learn the differences between a transfer on death account & a living trust.

01/05/2022

Check this podcast out about 401K!

ThePowerOfZero Podcast

11/29/2021

Check this Q & A article on social security benefits...
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Covers the basics of Social Security, how to incorporate it into client portfolios, and strategies for maximizing this benefit to supplement other sources of retirement savings.

11/22/2021

Did you know that many who currently own an insurance policy do not know how long it will last or what it covers...if you're premiums are super cheap, most likely it does not cover natural death or it has some other exceptions to it. Send it over to me and I will review it and go over it with you...no strings attached😉

02/12/2021

Valentine’s Day

Happy Valentine’s Day

Fb Friends,

It’s no surprise that individuals spend quite a bit of money to show their love on Valentine’s Day.

According to the National Retail Federation, projected Valentine’s Day spending is expected to reach approximately $20 billion.

The average individual is estimated to spend $143.56 on Valentine’s Day related gifts.

I’ve attached a PDF file I think you’ll enjoy; it’s called:

Valentine’s Day By The Numbers https://bit.ly/3jIaqCZ

Enjoy.

Yuliana Romero
Journey Financial Group
Financial Planner/Insurance Rep

P.S. – For those that completely forgot about Valentine’s Day, I’ve got you covered. Starting on page 7 of the attached PDF file, I’ve included a couple of rings that might come in handy.

01/13/2020

Making your dream of retiring as a millionaire come true takes work, but it’s well worth the effort.

11/30/2019

Who else is planning ahead?

Not for use in Nevada.