World Financial Group Fresno

The World Financial Group Fresno TransAmerica office held a holiday drive, collecting self-care items for adults and toys for the children. Their generosity ex...ceeded even their own expectations, allowing them to ALSO provide a monetary gift! We are very grateful for your support for survivors and our services this holiday season. #ThankYou #SupportingSurvivors #families #holidays #donations

Discover new ways to protect & grow your money safely! Learn about a new opportunity to create passive income and begin your journey to financial independence. Register and save your spot today for this no-cost webinar taking place on June 16, 2020 at 6PM. Registration at https://us02web.zoom.us//tZAtduuorTwpG9PQbzqG809rDIJwChN_7

When Should You Start Preparing For Retirement Depending on where you are in life’s journey, retirement may seem like a distant mirage, or it may be closing in faster than expected. You might think that deciding when to start preparing for retirement requires complicated algorithms. Yes, there may be some math involved but the simple answer is if you haven’t started preparing yet, the time to start is right now!...Continue reading

How To Make A Budget You Can Stick To Some people love to live a life of thrift. It’s a challenge they tackle with gusto. Shaving down expenses with couponing, hunting the best deals with an app on their phones, or simply finding creative ways to reuse a cardboard box, gives them a thrill. For others, budgeting conjures up images of living in tents, foraging for nuts and berries in the woods, and sewing together everyone’s old t-shirts to make a blanket for grandma....Continue reading

Boost Your Daily Routine with These 3 Financial Habits It’s late Friday afternoon. Your to-do list is a crumpled, coffee-stained memory in the bottom of your wastebasket. Another great week in the books! But as you head out for a night on the town with friends or maybe cuddle up next to your kids to watch their favorite movie, did you ever consider how you spent your after-work time during the week?... Whether you’re routine-driven, a free spirit, or somewhere in between, setting aside a few minutes every day to spend on your finances has the potential to make a huge difference in the long run. By adding these 3 financial habits to your daily routine, you have the potential to give yourself a little more power over your finances. 1. Check your inbox (or mailbox). Whether you pay your bills via credit card, automatic withdrawal, or a hand-written check that you mail in to the company, a daily look-see will help you stay on top of any alerts you get. Spend a few minutes every day glancing over incoming bills, payment receipts, and new online transactions. Being aware of the exodus (or pending exodus) of your money can help fend off late fees, overdrawing your accounts, or maxing out your credit card. 2. Review your spending. Every evening, take quick stock of any spending you did that day whether in brick-and-mortar stores or online. This exercise can be eye-opening. For instance, are you in the habit of grabbing a piping hot cup of coffee from the drive-thru on your morning commute? Depending on your coffee preference, that can cost up to $5 a day! Maybe 5 bucks isn’t a huge deal, but consider this: $5 for coffee x 5 days a week = $25 $25 a week x 4 weeks/month = $100 That’s $100 per month spent on coffee! Just staying aware of those little daily expenditures may make a huge difference in your financial health; when you know how much you’re paying over time for something you could prepare at home (for far less money), you may decide to scale back on the barista-brewed coffee so you can help boost your financial future and keep yourself on the path to financial independence. 3. Learn a little more. Knowing how money works is a vital part of achieving and maintaining financial independence. Taking a few moments every day to educate yourself a little more about money can make a huge difference in the long run. It can keep you aware of best practices for money management and all the ways your money can work for you. Try a blog post, YouTube video, or a best-seller on finances to keep yourself informed and up to date. As you start putting these simple financial habits in place, contact us any time! Together we can assess how these small changes could help strengthen your financial strategy and get you closer to financial independence.

How long is retirement? Longer than you may think. It’s time to reimagine what’s next. https://www.transamerica.com/8000days/

The women in our lives take great care of us. Let's talk about putting a plan in place to make sure she is taken care of.

The story of retirement is being rewritten. It’s no longer a brief period at the end of life. It’s a dynamic life stage as important as any other. Help your clients appreciate what it means to live longer and better. Discover the Wealth + Health connection at Transamerica.com/longevity

Longer lives require planning for lifelong protection. Are you prepared with a protection plan today to do more tomorrow?

What is your goal for 2019? Why not resolve to make simple lifestyle changes that can save you money and even improve your health? Here are a few ideas.

Sometimes people can get closer to their financial goals by finding less expensive substitutes for the things they enjoy.

Plan for your future! As your finances become more complex, get the support of a financial services professional.

Make it a habit to review your life insurance coverage at least once a year, or whenever you have a major life change. A licensed insurance agent can help.

Is having an Emergency Fund one of your 2018 Financial Resolutions? Here's how you can get one started.

You can improve your financial fitness in 2019 by creating a budget and sticking to it.