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News and Events

Events

2018 - 8th Annual Family Picnic

2018 8th Annual Family Picnic

Events over the years!

Events over the years

2016 - 6th Annual Family Picnic

2016 6th Annual Family Picnic

2015 - 5th Annual Family Picnic

2015 - 5th Annual Family Picnic

2014 - 4th Annual Family Picnic

2014 - 4th Annual Family Picnic

Client Birthday Luncheons

Client Birthday Luncheons


News

How to Save on Health Care Costs

Submitted by JBirney Financial, Inc. on September 6th, 2018

The average American spends more than $10,000 per person annually on healthcare expenses, including premiums, deductibles and coinsurance amounts.  For a large family, that amount can quickly become unsustainable. In the past, it was common for employers to absorb the majority of these costs, leaving the employee responsible for only a small portion.

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  • Health Insurance
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Infographic: First Time Investing for 20-Somethings

Submitted by JBirney Financial, Inc. on July 26th, 2018

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

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  • infographic
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Are Investors Their Own Worst Enemy?

Submitted by JBirney Financial, Inc. on June 6th, 2018

When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behavior which is typically dictated by their emotions. Fear and greed have a way of driving even the most rational people to making investing decision which is why most investors typically under perform the markets.

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Repaying Student Loan Debt

Submitted by JBirney Financial, Inc. on May 9th, 2018

Walking across the stage and receiving your university diploma can be the first step towards the daunting world of adulthood. The structure that educational institutes provide is now replaced by an empty void that we must fill with a professional career. It is commonplace to be riddled with uncertainty!

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Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Submitted by JBirney Financial, Inc. on January 2nd, 2018

6 organization tips taxes.jpg

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John T. Birney, Jr., Apprentice at JBirney Financial in Flagler Beach, recently passed the examination for Florida Health & Life

Submitted by JBirney Financial, Inc. on November 6th, 2017

John Birney Jr. passes Florida Health, Life, and Variable Annuity Insurance Exam

FOR IMMEDIATE RELEASE

Media Contact: John Birney
PHONE: (386) 693-4407
CELL: (386) 931-0252
jb@jbirneyfinancial.com

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Financial Planning for Young Professionals

Submitted by JBirney Financial, Inc. on October 24th, 2017

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

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Why You Need an Investment Philosophy

Submitted by JBirney Financial, Inc. on June 15th, 2017

There are many who would suggest that, in a digitally-wired world in which information travels at light speed to all corners, the investment playing field has been leveled between individual investors and the institutions. In reality, however, the incessant noise and information overload can do more to fuel the irrational behavior of investors than it can to provide any sort of advantage.

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Keeping Up With the Identity Thieves

Submitted by JBirney Financial, Inc. on March 14th, 2017

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. In past blog posts we have hammered on the steps you need to take to fortify your defenses against identity theft.

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  • Identity Theft
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The Biggest Reasons to Own Life Insurance

Submitted by JBirney Financial, Inc. on January 26th, 2017

Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic financial security needs would be in jeopardy should they suffer the loss of one of their primary breadwinners.

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  •   Office:
    104 South 4th Street, Flagler Beach, FL 32136
  •   Mailing:
    P.O. Box 268, Flagler Beach, FL 32136
  •   386.693.4407
  •   JB@JBirneyFinancial.com

A Bosses For Babies Business

A Bosses For Babies Business

John T. Birney is a Registered Representative Offering Securities and Advisory Services through United Planners Financial Services, member FINRA/SIPC. JBirney Financial and United Planners are not affiliated.

John T. Birney is registered to conduct securities business in AL, CA, CT, DC, FL, GA, IL, MD, MI, MN, NC, NY, OH, OR, SC, TN, TX and WA.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than FL, GA, MD, MI, NC, TN and WA.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

This material was prepared by Advisor Website, and does not necessarily represent the views of United Planners Financial Services. This information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future results. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. Neither United Planners nor its financial professionals render legal or tax advice. Please seek such advice from your own tax and legal counsel.  If assistance is needed, the reader is advised to engage the services of a competent professional. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.

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