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"At Bluecrest Financial Alliances, our agency is dedicated to helping our financial services professionals deliver sound financial solutions to our clients."

Jason (Jay) Bach
General Agent

14241 Dallas Parkway Suite 1200 Dallas, TX 75254

Phone:

  • 972-348-6300

E-mail:

  • ntajahmadi@financialguide.com
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Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Flipbooks

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Bonds and Bond Mutual Funds 101

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

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Newsletters

  • Fund Retirement and Reward Workers with a Cash Balance Plan

    Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.

  • Splurge or Save? Making the Most of Your Income-Tax Refund

    Did you receive an income-tax refund this year? This article looks at some ways to use it.

  • Going Public: How Are Direct Listings Different from IPOs?

    Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.

  • HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?

    Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.

More Newsletters »

Calculators

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300.

 

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