Rising Phoenix

03/22/2026

Congratulations to our graduates of our financial education program!

Financial education is not an option. It’s a necessity.

03/21/2026

04/08/2025

Are you excited to get a tax refund this year?
Here are five ways to make the most of your refund!

Are you excited to get a tax refund this year?

Here are five ways to make the most of your refund:

1️⃣ Pay down your credit card debt
2️⃣ Build your emergency fund
3️⃣ Fund your kid’s college education
4️⃣ Open a Roth IRA
5️⃣ Start a Health Savings Account

Save some for fun too! 😀

04/04/2025

Start with financial education; then, strategize.

We hold financial workshops via Zoom and in person. We also provide personal finance consultation as a public service.

04/04/2025

What would you do with cash you didn’t know you had?

You can think about that when you claim it from the Illinois treasury.

Check this out!

04/02/2025

What is your dream retirement?

04/02/2025

Financial literacy in the US has hovered around 50% for eight consecutive years (2017-2024), according to a survey conducted by the Global Financial Literacy Excellence Center.

This means 50% are financially illiterate.

03/27/2025

We're kicking off Financial Literacy Month with a seminar on April 5th at 2 p.m. at the Grayslake Area Public Library.Donna Reyes will present the seminar in English, while Jorgette Montilla will present it in Spanish.

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Damos inicio al Mes de la Educación Financiera con un seminario el 5 de Abril a 2pm en la Biblioteca Pública del Área de Grayslake.

Donna Reyes presentará el seminario en Inglés, mientras que Jorgette Montilla lo hará en Español.

03/26/2025

In celebration of Women's month, here's a conversation about money, wealth, and personal finance and how they affect women.

Maraming salamat to Stella Bantug-Berena, Judith Mercalf, Jette Montilla, and Zenybing Villanuevamanaois and

Hosted by Donna Reyes, we bring our very first FB live program!

Thank you for watching!

(We apologize for the technical difficulty we had as we tried to livestream on Facebook. We recorded the program on Zoom and we're happy to share it with you.)

09/25/2024

Adulthood is full of decisions—and not all of them are easy! But when it comes to protecting your loved ones' financial future, one decision is simple: getting life insurance.

06/05/2024

This page is meant to serve you as US-based WFG agents, providing you with an opportunity to connect with Transamerica directly.