How can I make the most out of my social security benefits?
Check out this video where Gregory gives you ways to help max out your social security check.


How do I plan for unexpected expenses?
As a starting point, we typically recommend that our clients maintain an emergency reserve of about 3-6 months’ worth of expenses – of course, that number could be higher depending on your situation and what makes you feel financially safe. That money should be held in a liquid account that’s free of risk and fees. Tools like money market accounts and bank CDs can help your reserve fund get some growth, but the main priority here is to have an emergency cushion that you can draw from on very short notice.

How are annuities used?
Learn a bit about the history of annuities and how they can be used below:

We’re Here to Help

Have questions about this week’s content, or need help with your financial plan?  We’re here to help!  Simply call our office at (504) 832-9200 to schedule a complimentary Guided Planning System® consultation today or press the Schedule a Visit button in the top right corner of our site.