Blog Posts

Posts tagged Consumer debt

Mid Year Money Tips 2016

BlogMark TalercioJune 29, 2016budget, cash flow, Consumer debt, Estate planning, Insurance, Investments, Refinance, Retirement, student loan debt

2014 New Year's Financial Resolution: Do SOMETHING

I recently reviewed investment moves to make before year-end – now it's time to tackle employee benefit and retirement issues, as well as other savings ideas.

BlogMark TalercioDecember 30, 2013Allianz Life, Consumer debt, DI, Estate planning, Financial goals, Insurance, LTC, retirement contributions, savings, trusts, Wills