Unsupported Screen Size: The viewport size is too small for the theme to render properly.

11/13/18: Buckets o’ Money

11/13/18: Buckets o’ Money

 George Ferrin, of Armor Wealth Management, introduced the concept of building buckets to achieve long term financial success. Different buckets are recommended for reasons such as: tax savings; avoiding risks; protection; access to cash, and guaranteed returns. Life and disability insurance are 2 buckets used for protection, while retirement savings accounts and long-term care insurance are buckets used for long term protection. Once your buckets are established, they can be utilized to work together by using benefits from one to pay for benefits from another. The sooner one gets started building buckets, the better the results. Contact George or Fred Badyna for assistance in building buckets. 

November 13 2018.Exchange 


Meeting Information

DBA meets every Tuesday at 7:30 to 8:30 a.m. for networking, breakfast, and a brief presentation. Meeting location:  Until further notice our weekly meeting is held virtually via Zoom If you would like to be a part of these meetings as our guest, please contact Lynn Hood, ljhood5500@att.net or 972-743-4008

Recent Posts