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June 16th, 2022
Erica Oh Nataren shared this very helpful informaton on Life Happens: Today, women are more concerned than ever about their financial vulnerabilities. Financial advisor Meredith Moore, CLTC, LUTCF, explains how life insurance and related products can help women offset financial risk, maximize opportunity, and plan for the future. First the good news: Women are making […]
Read MoreMarch 20th, 2020
Recent headlines are creating a lot of uncertainty in the financial markets. At times like this we all consider alternatives to the Stock Market and Mutual Funds. Are you familiar with the favorable attributes of Indexed Annuities and Indexed Life Insurance products? Markets go through many different cycles and present periods of significant volatility. With […]
Read MoreDecember 6th, 2018
Now that I have your attention, are you aware of your HSA limits ? Review your paycheck and your deductions. You may not be taking advantage of the maximum HSA contribution for 2018 . The maximum contribution limit if you are single is $3,450 and the maximum contribution limit for family is $6,900. Also, remember that […]
Read MoreNovember 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 […]
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