Ann McKinney - Financial Representative

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Dallas, TX
Ann McKinney - Financial Representative

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As a Financial Representative, Ann is here to not only help her clients throughout the process of financial planning, but to also ensure that every person of whom she encounters, has the best experience possible and they are valued as a human being.

09/22/2021

Not sure where to begin when it comes to starting a financial plan for your family? Let's talk.

How do you start financial planning for families? It not only involves creating a budget, it also includes figuring out family goals — read these tips to learn more.

09/20/2021

Reach out if you need help figuring out how to work family goals into your financial plan.

Wrangling your budget while raising a family can seem overwhelming — but it doesn’t have to be. Here are 3 tips on how to save money for your family financial goals.

09/16/2021

This is why retirement planning and a solid strategy to create retirement income is so important. Please reach out if you’d like help with your planning.

Can I avoid paying taxes my 401(k) withdrawal? There are strategies you can use to minimize your tax burden. Learn how to make tax-efficient 401(k) retirement withdrawals.

09/13/2021

Reach out if you need some help figuring out the best savings plan for your family.

When it comes to setting up savings plans for college, the earlier you start the better. Here are 6 options to consider.

09/08/2021

Tips to help you and your budget before you restart your payments.

Repayment of student loans stays on pause through January 2022. Here’s what you can do to ease back into your payments.

09/02/2021

Expect to see a wide range of Labor Day sales and end-of-summer deals.

Labor Day always brings a reliable range of sales in several different categories. Here are 4 things to buy in September and 2 you should skip.

08/24/2021

Reach out if you need help organizing your wedding budget.

Wedding trends are changing, including creating a wedding registry. Learn some pro tips that help make creating a wedding registry easier for you and your guests.

08/19/2021

It helps you define what wellness looks like for you.

Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how you can make it work for you.

08/17/2021

If your budget changed a lot over the past year, let’s talk about how that could impact your financial plan.

The pandemic helped a lot of Americans be better about their finances — but how do you keep it up? Here are 4 money habits that will help keep your household budget in check.

08/16/2021

It’s a big commitment, so you want to make sure you’re a good match.

When it comes to picking a wealth management advisor, choices abound. How do you know if you’re picking the right one? Here are four questions to ask before choosing a wealth management company.

Address

5420 LBJ Fwy, Suite 1300
Dallas, TX
75240

Telephone

+19726619888

Website

http://anjanettemckinney.nm.com/

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