Jose Acosta Transamerica Agency Network

06/12/2024

17 yrs ago I started a journey that would greatly affect my life trajectory. What started it as a sales job became a mission to help others make informed decisions about their financial life and future. Today I can proudly say I have earned the right to join the sharpest and brightest minds at the Million dollar round table. Where the best advisors in life insurance and retirement planning come together to share ideas and help each other get better at their Craft. It's both a privilege and an honor to be part of this select group now currently meeting in Vancouver.

10/09/2022

Here's how experts say you should navigate the nightmare

09/28/2022

How Roth IRA conversions can help you minimize your taxes in retirement, extending the life of your savings.

07/25/2022

Kiplinger's Personal Finance: Bring the Best of the 3 Financial Worlds into Your Retirement.

When building a plan for retirement security, it helps to use all of the financial tools available to you.

06/20/2022

June 19th, 1865 is commemorated as a holiday emancipating African Americans from Slavery.

Transamerica Agency Network celebrates diversity, and we are proud to celebrate Juneteenth.

06/16/2022

CNBC: A 67-year-old who 'un-retired' shares the biggest retirement challenge 'that no one talks about'.

Many people think of retirement as a long vacation. But that's often not the case, says retirement expert George Jerjian, who came out of retirement at 62. He shares the biggest downside of his retirement experience, and how a Japanese concept helped him overcome it.

04/19/2022

Contact me for a free assessment

What type of insurance should you have at different stages of your life? When asked, financial advisors pointed to disability and life insurance as most important kind of coverage at any stage, as they apply throughout our lives.

04/13/2022

https://fb.watch/cmFCvslUSp/

04/13/2022

Making now easier than ever to meet your needs..we offer Zoom, Phone and in-person meetings!

Plantation, FL, 33324 - Here's to your health. Here's to your wealth.

02/23/2022

With all the information available today about Life Insurance and Retirement let me be your guide to help make the best decisions possible.

Plantation, FL, 33324 - Here's to your health. Here's to your wealth.

01/21/2022

SmartAsset: Good News for Retirees: RMD Formula Changing for First Time in Decades.

Here’s a good bit of news for retirees in 2022: you can keep more money in your tax-deferred retirement accounts.