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Avoid the Hassles of School Supply Shopping!

8/7/2018

 
Now is the perfect time to start planning for your back to school budgets. Back to school shopping can begin to get pricey without proper preparation and planning. This article found on money crashers can help give some ideas on planning out the proper budget and also help cut down on the cost of school supplies.
https://www.moneycrashers.com/back-to-school-supplies-list-tips/

Summer Almost Gone Already?!

8/1/2018

 
With the beginning of August starting there is one thing that will constantly be in the back of our minds, school starting soon!
Summer came and went and now we are faced with thinking about schooling for our little ones and also our not so little ones heading off to college. This video shares 4 major tips on how to start planning for college and how important it is to start thinking sooner rather than later. 

Looking to start funding your Children's College fund? This video is a great starting point!

7/17/2018

 
​Parents this is why you want to consider putting money aside as early as your child's birth.  College costs are at an all-time high and still rising every year.  Check out this video to consider other options for funding your child's college education.

Life Insurance is a great money managing vehicle for many different reasons! Look at a few of the Ideas from one of the companies that we partner with.

7/10/2018

 
Watch the following video from Penn Mutual that provides you with some of the advantages to buying a Life Insurance policy.

May 23: The Basics of Insurance & Retirement Planning (Seminar)

5/1/2018

 
Join us on May 23rd at the Holiday Inn @ 6624 S. Cicero Ave, Chicago, IL 60638
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JOSE J. PEREZ, LUTCF
LEGACY Insurance & Investment Group, LLC
11950 South Harlem Avenue, Suite 201-7
Palos Heights, IL 60463
Office   708.572.7181

Mobile 708.691.3197
Email    jjperez@legacyiig.com 

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