Jim Munchbach State Farm Texas Agent

My State Farm agency was a lot of fun. I miss it and I miss my team. Morgan Stanley was a great transition to STA Wealth Management [email protected].

So many good years at State Farm, thank you. Jim

Operating as usual

bayrockfinancial.com

FICO Credit Score Guide | Learn Why It Matters

What's the Average FICO Score for American Consumers?

bayrockfinancial.com FICO Credit Scores are the most widely used credit scores in lending decisions in the U.S. Learn Why Your FICO Score Matters Download Free Guide

Create a Compelling Financial Plan in 30 Days Online
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Investment coaching works the same way for individual investors, families, and business owners who want to stay focused on What Matters Most.

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bayrockfinancial.com

Donor Advised Fund | BayRock Investment Management

Giving is Good. Giving Wisely is GREAT.

Be Tax Smart with a Donor Advised Fund in 2021. #Giving #DonorAdvisedFund #Charitable #FinancialPlanning

bayrockfinancial.com Donor Advised Fund is popular “tax-smart” approach to maximize your philanthropic impact. Achieve maximum impact with your charitable giving.

Online Financial Planning Courses by BayRock

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bayrockfinancial.com

Apple Notes for Financial Planning in 2021 | User Guide

#AppleNotes for a Super Simple Start to your Financial Plan in 2021

bayrockfinancial.com Apple Notes can be shared with family members and trusted Advisors as you build your financial plan in 2021. Download Apple Notes Guide Today

Key Financial Numbers for 2021 There are lots of important numbers that relate to financial planning.

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Quick Start Financial Planning Course

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The Blueprint for Financial Success™

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Whether you’re a first time investor or an experienced investor, it’s critical to review your investment portfolios as part of your annual financial planning process.

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bayrockfinancial.com

Election Risk Review | Free from BayRock Financial

Election Risk is just one reason to watch this short video.

bayrockfinancial.com Election Risk is top of mind right now, but it’s not the only thing driving markets. Now is the best time to grab a Free KnowRiskInvesting.com

Comprehensive financial planning involves a lot of moving parts. The Blueprint helps you put it all together in the right scope and sequence. https://lttr.ai/Xgpb #money #coronavirus #taxes #invest #covid

millennialwealthcare.com

WealthCare Webinar Week One | Millennial WealthCare by BayRock

Welcome back to School, a new semester at the Bauer College of Business at University of Houston. You can follow the topics offered in our Money Study Group Online, simply sign up for the FREE series at WealthCareWebinar.com Here's a short video about Money Study Group and the Weekly WealthCare Webinar Series. #WealthCare #PersonalFinance #UH #BauerCollege #MoneyStudyGroup #BayRock #FinancialPlanning

millennialwealthcare.com Our Weekly Webinar series will follow the topics offered in our Money Study Group Online, you can sign up for the FREE series at WealthCareWebinar.com

bayrockfinancial.com

3 Laws of Personal Finance | $49.95 Early Bird Special Pricing

Learn the 3 Laws of Personal Finance while building a compelling plan for your financial future. Enroll today at MoneyStudyGroup.com Early Bird Student Pricing is $49.95 until Labor Day Weekend Only!

bayrockfinancial.com 3 Laws of Personal Finance for students at the Bauer College of Business at UH. Early Bird Pricing $49.95 Open Enrollment until Labor Day!

bayrockfinancial.com

I Can’t Breathe | Three Words that Speak Volumes

Sometimes words are just not enough.

bayrockfinancial.com I Can't Breathe, those three little Words Speak Volumes. Maybe I'm not such a good listener but those words echo in my soul. Maybe I'm supposed to speak up.

bayrockfinancial.com

Credit and Debt | Money Study Group Online Assignment

Week 3 of Summer School for students of personal finance at the Bauer College of Business at University of Houston. This week's topic is timely. Credit and Debt.

bayrockfinancial.com Credit and Debt are the topic for students of personal finance at the Bauer College of Business at University of Houston. Open for Serious Students $49.95

bayrockfinancial.com

BayRock Plus Right Capital | A Winning Combination for Millennials

BayRock Plus Right Capital - Cutting Edge Financial Planning for Millennials who want more clarity and less uncertainty. #CFP

bayrockfinancial.com BayRock Plus Right Capital recently formed a strategic partnership, a Winning Combination for Millennials who want more planning advice for less cost

bayrockfinancial.com

Money Study Group Summer School Registration | for UH Students

Almost time for Summer School at the Bauer College of Business at University of Houston. This semester, we're doing something completely different. Thanks to Covid-19, all classes are online, including our Personal Finance Summer School Course. If you'd like to join us, leave a comment and share this post with your friends.

bayrockfinancial.com Money Study Group Summer School Registration is now open. Free for all students of personal finance at the Bauer College of Business at UH, friends and family

You can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020. Setup your Roth IRA in 5 minutes, watch our short video. Don't Wait!

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A little planning can bring a lot of clarity, confidence, and more importantly — a wise Financial plan can add a certain level of contentment to your life.

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bayrockfinancial.com

Linda Lingo Financial Coaching for Women | Retirement Tax Planning Strategies

Meet my new friend Linda Lingo. Linda Lingo knows what women want when it comes to money, life, and relationships. If you’re a woman who wants more clarity, confidence, and contentment, you need to meet Linda. Financial coaching for women is what Linda is known for but I think she’s someone who can help anyone achieve more Success, Significance, and Satisfaction in life.

bayrockfinancial.com Financial Coaching for Women is what Linda Lingo is all about. Her story inspired me and my hope is that Linda's story will inspire you, too. Watch Video

You can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020. Setup your Roth IRA in 5 minutes, watch our short video. Don't Wait!

Read the full article: Roth IRA Deadline Extension 2019
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Read the full article: Roth IRA Deadline Extension 2019
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“98% of us will die at some point in our life... So, a little planning goes a long way.” — Ricky Bobby

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Due to the IRS tax deadline extension in response to the COVID-19 pandemic, you can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020. Setup your Roth IRA in 5 minutes, watch our short video.

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I set up a Roth IRA for myself using my iPad and it took less than 5 minutes to complete the entire process. Here’s the YouTube Video Tutorial to set up your Roth IRA in 5 minutes or less.

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Together In Houston Meet Lance Roberts

We're all in this together with Lance Roberts - Introducing a new Playlist from BayRock Financial.

Together In Houston is the name of our new Playlist. You can find the playlist by clicking on TogetherInHouston.com where you'll see our curated list of vide...

A little planning can bring a lot of clarity, confidence, and more importantly — a wise Financial plan can add a certain level of contentment to your life. https://lttr.ai/PPJE #money #coronavirus #taxes #invest #covid

No Fees for 90 Days, BayRock helps IRA and 401k Investors manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.

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bayrockfinancial.com

Roth IRA Deadline Extension 2019 - Retirement Tax Planning Strategies

Have you heard? The IRS has extended the Roth IRA deadline to July 15, 2020 so that you can contribute $6,000 for 2019! $7,000 if you're 50 or over. Don't let this opportunity pass you by. In this short video, I'll show you how to set up your Roth IRA in 5 minutes at Charles Schwab.

bayrockfinancial.com Roth IRA Deadline Extension due to the COVID-19 pandemic, you can now make 2019 tax contributions to your IRA/Roth IRA by July 15, 2020. Do it in 5 Minutes

bayrockfinancial.com

Coronavirus Emergency Relief - Download Checklist to Know Your Options

Coronavirus Emergency Relief Checklist. DOWNLOAD NOW. The checklist covers the new emergency relief options for individuals, families, and businesses. It’s very specific to what’s happening now. I will continue to provide updates with all the options moving forward. Stay Safe. Be Blessed. Enjoy every minute you have with the people you love.
Jim-

bayrockfinancial.com Coronavirus Emergency Relief checklist download your options now. BayRock will continue to provide updates and options for IRA and 401k Investors in 2020

bayrockfinancial.com

CARES Act - What Happens Next

More #Stimulus the CARES Act passed! So, could the worst be over? Read on - or watch the video - to better understand what's in the #CARESAct

bayrockfinancial.com CARES Act is designed to provide relief for individuals and businesses who have been hurt by the outbreak. Here are a few key points you should know about

bayrockfinancial.com

IRA Tax Saver Webinar - Retirement Tax Planning Strategies for 2020

Hey there my socially distant friend! I’m thankful that my family is all safe and I pray that you and your family are, too. My 2020 business and marketing plan included live “Retirement Tax Planning” workshops here at the UH Technology Bridge. Instead, I’ve decided to do my first Webinar. BIG FAVOR... CHECK IT OUT. GIVE HONEST FEEDBACK.

Love in Christ
Jim

bayrockfinancial.com IRA Tax Saver Webinar by BayRock helping IRA and 401k Investors Pay Lower Taxes, Save More Money, Build a Better Retirement. Special Offer no Fees 90 Days

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1001 Pineloch Dr Ste 400
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