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Don’t Let A Scammer Take Your Tax Return

Don’t Let A Scammer Take Your Tax Return

by PTT Financial | Feb 18, 2020 | Articles for Consumers, Financial Planning

You have until April 15, 2020, to file your federal income taxes for 2019. That gives you plenty of time, so you might be thinking there’s no reason to worry about W-2s and deductions yet – right? Wrong. Filing your taxes as early as possible is the smart move. It...
Financial Planning for Gig Workers, Independent Contractors and Freelancers

Financial Planning for Gig Workers, Independent Contractors and Freelancers

by PTT Financial | Feb 5, 2020 | Articles for Consumers, Financial Planning

More and more Americans are embracing gig work. According to Upwork’s Freelancing in American 2019 study, 57 million Americans freelanced last year. That’s more than one-third of the entire U.S. workforce. It’s also an increase of 4 million since 2014. Whether you...
How Does Funeral Insurance Work?

How Does Funeral Insurance Work?

by PTT Financial | Jan 17, 2020 | Articles for Consumers, Financial Planning

The cost of an average funeral might surprise you. According to Parting, the average North American funeral costs between $7,000 and $10,000. This expense is often unexpected, and it can add stress to an already difficult time. Funeral insurance, also called burial...
End of Year Financial Planning Checklist

End of Year Financial Planning Checklist

by PTT Financial | Dec 13, 2019 | Articles for Consumers, Financial Planning

The year is almost over. As 2020 approaches, you have one more chance to get your finances in order. End 2019 on a high note by taking these financial planning steps. Max Out Your Contributions Time is running out to make contributions to your retirement plans. If you...
Get Ready to Pay More for Medicare Insurance in 2020

Get Ready to Pay More for Medicare Insurance in 2020

by PTT Financial | Nov 26, 2019 | Articles for Consumers, Medicare

The annual cost-of-living adjustment (COLA) means that retirees will be getting bigger Social Security retirement benefits in 2020. Before you start celebrating the windfall, however, it’s important to consider two things. One, the increase is only 1.6 percent. Two,...
Medicare & HSAs: What You Need to Know

Medicare & HSAs: What You Need to Know

by PTT Financial | Nov 19, 2019 | Articles for Consumers, Medicare

If you have a health savings account (HSA) and you’re turning 65, beware. Although HSAs are often used for retirement savings purposes, Medicare enrollees cannot contribute to HSAs. Here’s what you need to know about enrolling in Medicare and using your HSA. HSAs –...
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PTT Financial

410 E. Harrison Ave.
Harlingen, TX 78550
844-277-5028

Articles for Agents

  • What If Your Medicare Clients Can’t Afford Their Prescriptions? How to Help
    Medicare prescription costs
  • Meeting the Insurance Needs of Retirees
    insurance needs of retirees
  • How to Be a Resilient Agent
    resilient agent

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  • Texas Medicare Sales Agent Career Opportunities
    Texas Medicare Sales Agent Career Opportunities
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    How to Choose a Texas Financial Planning Partner
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    how to choose an annuity
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