Betty P

As the holiday season approaches, so does the possibility of receiving a year-end bonus. While it’s exciting to have some extra cash in hand, it’s crucial to approach this financial windfall thoughtfully to maximize its impact on your financial well-being. Emergency...

With the holiday season just around the corner, it’s the perfect time to ensure that your holiday shopping is not only enjoyable but also financially responsible. As an experienced financial professional, I’d like to share some valuable tips for smart holiday shopping...

I want to touch base and talk about Required Minimum Distributions (RMDs) in a more conversational way. RMDs are those withdrawals you need to take from your retirement accounts when you hit a certain age. They’re like a financial nudge to start using your hard-earned...

With the recent situation with Israel and Hamas, many are wondering how this will affect the Middle East and in turn, the global economy. There will inevitably be investors who wonder if they need to move all of their investments into cash. Emotions can play a...

As part of National Financial Planning Month, we're focusing on a fundamental aspect of successful investing: risk tolerance. Understanding and assessing your risk tolerance is crucial for constructing an investment portfolio that aligns with your financial goals....

October is National Financial Planning Month and it can be a goodtime to focus on estate planning—an important aspect of your financial strategy and legacy preservation. Here are some valuable tips to get you started: Create a Comprehensive Will: Help ensure your...

In celebration of National Financial Planning Month, we're highlighting the importance of financial preservation—specifically, the role of insurance and annuities. These financial tools can provide confidence and help ensure your financial future. Here are some key...

Happy National Financial Planning Month! We're delving into an important aspect of financial planning: taxes in retirement. Properly managing your tax obligations during your retirement years can significantly impact your financial well-being. Here are some tips to...

The retirement fund with A&M Futures is extremely more beneficial than traditional plans/programs such as 401(k), 403(b), 457(b) and traditional IRAs. While 401(k), 403(b), 457(b) plans. Both A&M Futures’ retirement plans and traditional plans offer tax-deferred...

A college fund that does not have the limitations or pitfalls of traditional plans. Save money for your child’s future that will provide tax-free money for their future. Upper education, whether it be college or vocational school is every parent’s dream for their...