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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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Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Wealth-Building Strategies for HENRYs

Are you a HENRY? Consider these three strategies to help build your wealth.
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Transcript

Newsletters

  • Managing Medicare Out-of-Pocket Costs

    This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.

  • Time to Bulk Up Your Emergency Fund

    A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.

  • Balancing Stocks and Bonds in One Fund

    Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

More Newsletters »

Calculators

  • Car Affordability

    How much can you afford to pay for a car?

  • Required Minimum Distributions

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

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Savings Accumulation

    Estimate the future value of your current savings.

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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