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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:

  • jackiewakefield@bluecrestfa.com
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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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Transcript

Newsletters

  • Tax-Loss Harvesting Offers Chance at Silver Lining

    Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.

  • Does the Social Security COLA Help If You’re Not Receiving Benefits?

    This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

  • HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

    This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.

  • Fixed for Life: What Can an Annuity Do for You?

    Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.

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Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Car Affordability

    How much can you afford to pay for a car?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

More Calculators »

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.

 

CRN202603-4070218

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