The largest wealth transfer in the history of the world is currently in process. It’s estimated that around $68 trillion will switch hands over the next 25 years. Baby Boomers […]
Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love to work. Most people do not. If you’re one of those people who want […]
Why is Erik telling Jag about New Year’s Resolutions in September? There’s a method to that madness – it has to do with getting down to motivation – and an […]
Meet Erik Garcia, New Orleans financial adviser. In our trailer, Erik explains how he believes financial decisions and behaviors influence our entire lives. He’s joined by Jon “JAG” Gay, former […]
The possibility of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams. Today’s criminals, […]
If you are approaching the age of 65 or already an eligible beneficiary, open enrollment for 2020 Medicare health benefits starts soon. For new enrollees over 65 or turning 65 […]
September is Life Insurance Awareness Month which gives us a reason to talk about a subject that some try to avoid. Life insurance can conjure up dark images. Many people […]
There are many factors that lead to financial success, and there are factors that are barriers to our success. As humans we rely a lot on our emotions and instinct […]
Video Transcription: I remember as a kid if we were going swimming we were not allowed to eat 30 minutes prior to going in the water. For some reason my […]
It’s that time of year again. And I’m not talking about Mardi Gras. I’m talking tax season and it’s not nearly as exciting as carnival time. Every year there are […]
