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Articles

Having control over your day-to-day finances

Having control over your day-to-day finances

Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.

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Easy steps for starting a "surprise" fund

Easy steps for starting a "surprise" fund

Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

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Budgeting for a non-budgeter

Budgeting for a non-budgeter

Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started. 

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Disclosure

Elizabeth Eiroa is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4184783), CO, FL, GA, IL, MN, MS, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Elizabeth Eiroa is licensed and authorized to offer insurance in California, but ASSAD FINANCIAL GROUP, LLC may not be. For additional information on California licensure status, please click here.

Elizabeth Eiroa is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 704 N Thompson St Ste 172, Conroe, TX, 77301, 713-930-1011. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

ASSAD FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ASSAD FINANCIAL GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • About Assad Financial Group
    • Family Legacy
  • Our Services
  • Products & Services
    • Products
    • Advanced Planning Resources
    • Business Solutions
  • Resources
    • Calculators
    • Articles
    • Life Stages
    • Videos
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • AARP Life Insurance from NYL
  • Contact Us

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