My mission is helping people. When it comes to building and protecting your financial future through the use of insurance products, it’s wise to inquire about the strength of the companies in which you have placed your trust.
Rest assured that we are strong, stable, secure and more than able to keep our commitments to you, our customers. Thanks to our focused business strategy, disciplined investment practices, strong commitment to our customers and talented, engaged workforce, we have built notable financial strength. Now in our second century in business, we are committed to providing insurance products that are designed to be a straightforward and affordable way to help customers through the transitions we all face. In good times and bad, you can have confidence in Mutual of Omaha. Disclosures: 1. Insurance Licensed in: Texas 2. Disclosure: http://www.mutualofomaha.com/disclosure/
Life insurance comes in all shapes and sizes. Whether you are looking
for affordable coverage for a specific period of time or permanent
coverage with cash value potential, I can help find a policy that fits your
financial needs and budget.
I know understanding life insurance can seem overwhelming. This video walks you through some of the benefits. I can also help guide you through your options. #LifeInsuranceAwarenessMonth
With life’s many changes, your financial needs may evolve over time.
Now is a great time to review your current life insurance policy to ensure
you have enough coverage to meet your needs.
How will your family manage financially when you're gone? Life
insurance provides a simple answer. It can help protect your loved ones
and their financial futures. #LifeInsuranceAwarenessMonth
The coronavirus pandemic has magnified the importance of making sure your life insurance coverage is up to date. Learn what common life events should necessitate a review of your life insurance policy. https://bit.ly/3k1iVZE
Learn about key factors that may affect the shape of economic recovery.
broadridgeadvisor.com Learn about key factors that may affect the shape of economic recovery.
Before deciding to refinance your home ask yourself these questions to find out whether it’s the right move for you.
broadridgeadvisor.com Find out what you should consider before refinancing your home mortgage.
Successful home ownership starts with avoiding mistakes. These six pieces of practical advice can help you stay right on track for your first home purchase.
moneysense.ca It's important to consider not only what you can afford now, but what you’ll be able to swing if a baby comes along, your career goes off-track, or the property you buy needs a major repair.
Wills and trusts are common documents used in estate planning that are often confused. While each can help in the distribution of assets at death, it's important to know the differences between the two.
broadridgeadvisor.com Make sure that you understand the difference between these important estate documents.
Managing a dual-income household can be challenging. That's why it's important to make strategies regularly. Here are 5 strategies any dual-income couple can use to help manage their money.
businessinsider.com While it's different for every couple, making sure you're on the same page about goals, priorities, and spending is critical to managing two incomes.
According to the Department of Health and Human Services, about 80% of care at home is provided by unpaid caregivers. If you are a caregiver of a loved one, you may be able to be paid for your services by Medicaid.
broadridgeadvisor.com Family members selflessly sacrifice their time and energy to care for family members
According to the Federal Reserve, Americans use debit cards more often than credit cards, but tend to use credit cards for higher-dollar transactions. When deciding which card to use, you should be aware of other differences.
broadridgeadvisor.com The way Americans use debit cards and credit cards reflects fundamental differences between the two types of cards.
Long-Term care insurance helps pay for the personal care and daily living assistance you may need down the road. Learn more about the best age to purchase LTC coverage and factors that can effect how much you pay.
mutualofomaha.com What is the best age to buy long-term care insurance? Find out the right time for you or your loved one.
Every year, about 805,000 Americans have a heart attack – that’s one every 40 seconds. Help protect yourself by keeping an eye on your cholesterol and blood pressure, try to eat right, don’t smoke and get plenty of exercise.
You can help reduce your risk of cancer by making healthy choices like eating right, staying active and not smoking. It’s also important to follow recommended screening guidelines, which can help detect certain cancers early.
*Cancer Facts & Figures, (2019)
Your safety and well-being are a top priority for me. That’s why I am offering to connect with you, over the phone or through video conferencing, if you have questions about the current state of events and how it impacts your strategy.
Life is unpredictable, but with the right preparation you can turn a potential financial hardship into a temporary setback.
policygenius.com How will COVID-19 affect our long-term financial attitudes? We asked experts for their predictions.
Learn more about the CARES Act provisions that may benefit you or your business.
broadridgeadvisor.com New legislation includes multiple provisions to provide relief.
Stock market fluctuations are an inevitable part of investing. With the recent market downturns, it's important to remember that markets will eventually rebound as history has shown us. Here are ways to manage your money while keeping an eye toward your goals. All investing involves risk and no strategy can assure a profit.
mutualofomaha.com Back to Articles Mutual of Omaha's page Opens a New Window. Mutual of Omaha's Twitter Page Opens a New Window. Mutual of Omaha's Youtube Page Opens a New Window. Mutual of Omaha's LinkedIn Page Opens a New Window. Ways to Help Keep Your Money Working Here are four ways to manage your mon...
A shared common financial goal between individuals is to retire with the confidence that they will have enough money to last a whole life time. Focusing on the details might help you target your retirement savings goal.
broadridgeadvisor.com Focusing on the details might help you target your retirement savings goal.
There are a few planning strategies business owners may want to consider during crisis times. If you have any questions, or just want to talk through your business strategy, I am available both virtually and over the phone.
In addition to being the month we celebrate the Memorial Day, May is also Military Appreciation Month and the month when we celebrate Military Spouse Appreciation Day and Armed Forces Day. Thank you to all who have served. #MilitaryAppreciationMonth
Paying off your debt is a step towards getting control of your finances. Here are some strategies that can help eliminate your credit card debt.
broadridgeadvisor.com Here are some strategies that can help eliminate your credit card debt.
Some of the best ways to save money are in your daily spending habits. Here are a few easy saving money tips that you can apply!
money.com Pick one of these hacks and join us.
Many of us have regrets, especially when it comes to finances. A recent inquiry shows that over 76% of Americans reported financial regrets, and over half of this group said it had to do with savings. What will you do differently this new year?
When you own your own business, every day is a challenge. Keep these pieces of advice in mind to help you tackle the unique struggles entrepreneurs need to face.
Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
Medicare costs are changing in 2020.These changes could impact future Medicare beneficiaries. Checkout the article for more information about the upcoming changes.
forefieldkt.com Medicare costs are going up in 2020.
Some say you should set a goal of saving $1 million for retirement—but do you really need that much? Do you need more? Use this calculator to find out how long your money may last.
We only live once—don’t let financial stress affect your quality of life.
Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
What advice would you give your younger self when you were buying your first home? Check out these 5 common mistakes millennials make when purchasing their first home!
businessinsider.com From having issues with taxes to neglecting home inspection, here are five common mistakes millennial homebuyers make on their first home.
Debating whether or not to purchase life insurance at a young age? Checkout these reasons why it is good to buy it sooner rather than later!
forefieldkt.com If someone would suffer financially should you die, you should consider life insurance.
With so many different variables impacting health-care cost, it may help having a guideline. Here's an estimated projection for individuals and couples who turned 65 in 2019.
forefieldkt.com Retirement health-care costs will vary, but it may help to have a guideline.
Are you aware of the health-care services that Medicare won't cover? Take a look at some of the services and items that Medicare doesn't cover to help you be better prepared.
forefieldkt.com Are you aware of the health-care services that Medicare won't cover?
The annual Medicare Open Enrollment period is a good time to review your coverage and make necessary changes. Take a look at this article for more information on what's new for 2020.
forefieldkt.com The Medicare Open Enrollment Period is a good time to review your coverage and make necessary changes.
Whether your retirement is decades away or you’re already living the dream, there are a few simple things you can do now to help lower your taxes. If keeping more of your money in retirement sounds good to you, give me a call.
Contact a tax advisor for specific tax advice.
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We are a disciplined wealth management practice that focuses on creating and preserving client wealth. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org
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Our mission is to help families earn more income and become properly protected, debt free and financially independent.