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November 29th, 2018
Need Cash for Christmas ? Are you in need of cash? Well, that’s kind of a loaded question. Everyone always would like to have some extra cash, right? So if you find yourself in need of cash, do you go to your Life Insurance policy to withdraw cash? Do you take out a loan in […]
Read MoreSeptember 13th, 2018
Life: Top 5 Reasons to Insure Yours Life insurance. Have you stopped reading yet? What about financial struggles for those you love? Are you interested now? As a topic, life insurance probably ranks with death and taxes on the fun-o-meter. But, this is Life Insurance Awareness Month. It’s an important topic because life happens. So, […]
Read MoreJanuary 18th, 2018
I’m starting to struggle with aging. People in my parents’ generation tell me I’m laughably young, but maybe it’s the beginning of the process that startles you the most. Seeing your cheeks get lower and your eyelids loosen seems off somehow—like it’s not really you in the mirror. Each year of my twenties felt shorter […]
Read MoreNovember 30th, 2017
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 advocates for the insurance […]
Read MoreJune 1st, 2017
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 […]
Read MoreMay 11th, 2017
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 would have family […]
Read MoreMay 4th, 2017
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 choice that encourages […]
Read MoreApril 27th, 2017
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 show how a young family man or woman could buy a […]
Read MoreApril 20th, 2017
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 only wish […]
Read MoreApril 13th, 2017
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 were to […]
Read MoreApril 6th, 2017
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 […]
Read MoreFebruary 16th, 2017
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 […]
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