WAM: Wealth & Asset Management

WAM: Wealth & Asset Management Discover the realm of financial services and wealth management. Envision the potential for your financial wellbeing after consulting with our experts.

Our mission is to empower and educate you to make informed decisions about your wealth and assets.

08/11/2026
11/12/2025

i like this quote.
"As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them."

10/08/2025

5 Ways to Beat the Clock

1. Pay off credit cards as soon as you can: The interest you pay on credit cards reduces the amount you have available to save for retirement.

2. Scale down rather than up: To build a retirement nest egg, scale down your lifestyle and get used to living on less. When you get a raise, sock it away.

3. Put as much as you can into tax-deferred retirement plans: The money will grow faster, since you don’t pay taxes on it until you make withdrawals. You can even have the money taken directly from your paycheck, so you never see it.

4. Boost your income: Take on a second job and stash the money away for retirement. The sacrifices you make now will affect your quality of life later. Interested in part-time work? Talk to the Primerica Representative who gave you this newsletter.

5. Take advantage of “catch up” provisions: Uncle Sam provides savers age 50 and up with higher contribution limits for tax-advantaged plans like IRAs and 401(k)s. Make the most of these “catch up” provisions while you can.

Primerica Solutions

Did you know this!!!The average credit card balance by generation:
10/08/2025

Did you know this!!!
The average credit card balance by generation:

10/08/2025

Childcare costs more than college or rent in some states:
Childcare is one of the biggest expenses families face in the U.S. and is often unaffordable for low-wage workers.

According to a report published by the Economic Policy Institute, the cost of childcare exceeds the price of college tuition in 38 states and the District of Columbia. In Colorado, for instance, the average annual cost of infant care is $21,840, which is $11,873 more (a 119% increase) than in-state tuition for a four-year public college.

The same analysis also found that childcare costs exceed average rent prices in 17 states and the District of Columbia. In Massachusetts, infant childcare costs 20.9% more than average rent.

EPI.org, “Child Care Costs in the United States,” viewed March 11, 2025

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