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The Safe Money Strategies Newsletter is published monthly and emailed out to those interested in receiving it.  It’s packed with valuable information about insurance, investments, and important events.  You’ll also find some fun articles and recipes for delicious dishes.  Drop me an email or text me to opt in for these FREE monthly updates. 

Is There an Alternative to Bank CDs?

Are you looking for a way to get a better return on your savings without risk?  Take a look at short-term annuities.  They offer guaranteed interest rates that are usually well above CD rates and provide some liquidity, too.  Got questions?  We’ve got answers!

Confused by Your Retirement Plan Rules? 

We specialize in helping people navigate through defined benefit retirement systems.  If you have TRS, ERS, TMRS, TCDRS, or some other system, we can help you.  We’ll run a retirement estimate for you, showing when you can retire and what your pension will look like.  We’ll also provide a PERSONAL RETIREMENT GUIDE for you which […]