3 Things 8-03-26
Thing One Don't Let a Teaser Rate Keep You From Getting the Protection Your Family Needs You've probably seen ads like this: "Grandparents can get $250,000 of life insurance for as little as $33 a month!" Maybe that's possible for a very small number of people in very specific circumstances. But the key phrase is "as little as." That's marketing language—not a promise. Your actual premium will depend on your age, health, the type of policy, and many other underwriting
3 Things 6-01-26
Thing One You Could Have Money Out There Somewhere Most people assume that if someone owes them money, they'll eventually receive a phone call, letter, or email. Unfortunately, that's not always the case. Every year, billions of dollars in unclaimed property are transferred to state governments because businesses, banks, insurance companies, and other organizations lose contact with the rightful owners. What many people don't realize is that this money can come from a
3 Things 5-18-26
Thing One A Binder To Keep Your Loved Ones Out Of A Bind If you died tomorrow, would your spouse, partner, or family know where your bank accounts are? How to access your crypto? Where your important documents are stored? Who your financial advisor or lawyer is? Putting your loved ones in a position where they can’t answer those questions easily creates massive stress and confusion at the worst possible time. The solution is simpler than you think. Create a “When I Di
3 Things 3-09-26
Thing One The $2.7 Million Opportunity Most Parents Might Miss (More On The Trump Accounts) ( The following is a synopsis of insights shared in article summarized by financial advisor Fran Walsh, CFA, co-founder of Opulus LLC) Parents are always looking for ways to give their kids a financial head start. According to financial advisor Fran Walsh, one new savings vehicle could potentially grow into millions for children who start early. Walsh recently highlighted the p
3 Things 5-27-24
Thing One Some Gave All, All Gave Some (The following is a repost of some excerpts from an article on study.com that we're sharing...
3 Things 5-30
05/30/2022 Although MAS is a financial services company, not everything published herein will be about numbers or investing. But no...
3 Things 11-22
11/22/2021 Although MAS is a financial services company, not everything published herein will be about numbers or investing. But no...
3 Things 2-08
02/08/2021 Although MAS is a financial services company, not everything published herein will be about numbers or investing. But no...