Have you heard the term Rothification. Are you tracking what all is going on with the tax reform discussion in Washington and how that will potentially impact you and your family ?
I am a member of the National Association of Insurance and Financial Advisors ( NAIFA ) an organization that [...]
I recently came across a book that is very meaningful to me for a couple of reasons. First, Jerry Bundren has been a friend for many years. We went to high school together and he actually tutored me in my math classes. I was Best Man in his wedding. Jerry went to college and then into the Navy. [...]
We grew up camping. I remember summer evenings, holidays, church retreats, and youth group gatherings on my family’s property out in East Texas. We would shoot fireworks on the 4th of July, play paintball with the youth group, cook over the open stove and play hide and seek in the graveyard. We [...]
This could be described as way of life or life style that can impact most facets of our lives including our financial plan. My bend is financial services and life insurance planning, so I think in terms of budgets, saving and investing as it relates to frugal living. Minimalism is a life style [...]
Universal Life was originally designed for flexibility and to compete with the “Buy Term and Invest the Difference” concept. Southwestern Life in Dallas, Texas, had fancy marketing pieces that illustrated how a policyholder could utilize the flexible design of these plans. Nice graphs would [...]
Stay and Play: Balancing Life, Work, and Family
I am employed at a university with a fairly structured work schedule: a 9-5 job. My wife is a full-time graduate student, which amounts to basically a full-time job with zero pay. I also have a 20-month-old daughter, someone I love to be around and [...]
Why we chose life insurance
I’ve always been a little skeptical about purchasing life insurance. The reasons not to were convincing to me for a long time:
Why spend money that I may not ever get back when I could be using it now? This is the “hedging your bets” argument.
If I [...]
A Power Rangers Review by a Shameless, Raving Fan of the Original Series (with mild spoilers)
Overall: I really liked this movie. I was surprised, but the "dark and gritty reboot" spin didn't mess it up for me. It was fun, funny, nostalgic, and its own thing at the same time. The whole "power of [...]
I received a Newswire from the National Association of Health Underwriters ( NAHU ). For those that are tracking the Affordable Care Act and the impact that it has on all of us may find this blurb and article to be interesting. You may recall that it was a given that without the mandate for coverage[...]
Many things effect life insurance rates. One factor can be high blood pressure. Want to live longer? Want to have lower life insurance rates? Consider the Dash Diet. You’ve never heard of the DASH Diet? DASH stands for Dietary Approaches to Stop Hypertension. We know exercise, diet and medication [...]