My Tax My Money

03/05/2026

Gen X may be $400k short of a comfortable retirement. We’re growing our team to help close the gap. Want to make a difference? Message me.

Gen X faces a sizable retirement savings gap. But there are still practical ways for them to strengthen their financial footing before retiring.

03/03/2026

Life isn’t just about the basics. Maybe you’re dreaming of quiet mornings on a cabin porch, spontaneous getaways, or more time on the golf course.

I’m here to help you prepare for the essentials and the possibilities ahead. Message me and let’s connect.

02/26/2026

How far will your Social Security really go in 2026? Rising costs, COLA changes, and where you live all impact your retirement income. Learn smart steps to stretch your benefits and plan with confidence.

For many retirees, Social Security remains a critical foundation of retirement income, but it was never designed to cover your full cost of living. The Social Security may not cover your full retirement needs. See how far your benefits will go in 2026 and what steps can help you close the income gap...

02/24/2026

Preparing for the future means making sure your loved ones have the information they need—especially when it comes to your estate and financial plans. This article highlights the key details families should understand to help protect your wishes and keep the transition as smooth as possible.

For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

02/19/2026

Ready to build a career on your terms?

At Bankers Life, you can enjoy freedom and flexibility, while making a real impact in the communities you care about. Set your own schedule, meet prospects where they are, and grow your business with confidence.

No prior experience? No problem. We provide the tools, training, and support to help you succeed from day one.

Message me for more information or apply now:

Bankers Life Financial Professional Careers

02/17/2026

From sleep to steps, you track what matters. Your money should be on that list too.

Just like your health, your financial well-being deserves consistent check-ins. Whether you’re planning for retirement, reviewing your coverage, or working toward new financial goals, a clear plan can help you stay on track.

Let’s make financial wellness part of your daily routine. Message me, and we can build a strategy to support your future.

02/12/2026

💌 Valentine’s Day is coming up, and it’s a great reminder that caring for your loved ones goes beyond gifts. Thoughtful financial planning can help protect the future you’re building together. Let’s connect and discuss strategies that support your long-term goals.

02/10/2026

❤️It’s time to step into a career you’ll love.

Join us at Bankers Life, where we help safeguard the legacy, health, and wealth of over 1 million clients.

Why Bankers Life?
• ❤️ Real impact: Help people find financial security
• 🤝 Teamwork: Be part of a supportive culture with caring leaders
• 💼 High earning potential: Renewal compensation, competitive commissions, and exciting rewards
• 📈 Growth: Award winning training, mentoring, career progression, and leading technology

Love your work. Love your impact.

Explore opportunities today:

Bankers Life Financial Professional Careers

02/05/2026

7 in 10 Americans ages 50–64 say they’re anxious about affording care, according to Kaiser Family Foundation. Be part of the solution. Join Bankers Life and help families plan ahead—right in your community.

This data note reviews our recent polling data that finds that many Americans struggle to afford many aspects of health care, including disproportionate shares of uninsured adults, Black and Hispanic adults and those with lower incomes.

02/03/2026

Heart attacks don’t just affect your health—they can create unexpected financial strain. When a serious illness occurs, supplemental health insurance can help ease the burden by providing benefits that let you focus on what matters most: your recovery.
Message me and let’s explore coverage options that support your well being and your financial stability.

01/29/2026

Gen X is juggling careers, mortgages, and college costs—while retirement gets closer. It’s not too late to course-correct. Discover 7 strategies to regain control and build security in our blog.

Generation X—sandwiched between Boomers and Millennials—faces a unique financial reality. Many Gen Xers are juggling mortgages, college tuition for kids, Gen X and retirement: It’s not too late! Explore 7 actionable tips to boost savings and secure your financial future.