Juan Cruz Felgueras, Financial Representative at Mutual of Omaha

11/11/2024

This Veterans Day, join us in honoring all current and former service members. Learn more about this important day, and let’s celebrate all veterans for their service, commitment and dedication.

https://bit.ly/3AEOXHZ

26/10/2024

Improving your finances and security should be on your New Year's resolutions list. Check out these tips to improve your financial health and security in 2024 and the future.

Do these five things and be better prepared and organized for 2024.

25/10/2024

It’s crucial for you to be aware of the potential obstacles that could threaten your financial security. These obstacles are known as the headwinds of retirement, and must be top of mind as you plan for life after work.

There’s more to retirement planning than saving and investing. Don’t let these potential obstacles threaten your financial security.

24/10/2024

Want to become debt-free? The most overlooked tool might surprise you! Learn how this simple strategy can help you tackle your debt faster.

If you carry debt, you know how overwhelming and isolating it can feel. But the truth is, you're not alone. For a brief moment during the COVID-19 pandemic, Americans saw some relief from debt, but since then, consumer debt is back on the rise.  Americans owed $1.129 trillion in credit card deb...

18/10/2024

Many changes to tax laws related to retirement savings take effect in 2024. Here is an overview of some important changes for this year.

Many changes to tax laws related to retirement savings take effect in 2024.

17/10/2024

About half of Medicare beneficiaries are projected to be enrolled in private plans in 2024. Medicare Advantage plans can help reduce out-of-pocket expenses and might cover services not covered by Medicare. It's important to learn about your Medicare coverage choices to help you understand all the options available to you.

Half of Medicare beneficiaries are enrolled in private Medicare Advantage plans

16/10/2024

Planning your Halloween treats? Hershey's just made it harder to resist with the return of 6 fan-favorite candies! We all know the struggle of buying candy early, only to find the stash mysteriously disappearing before October 31st. Which of these classic sweets will you try to save for the trick-or-treaters this year?

Good luck saving them for your trick-or-treaters!

12/10/2024

Decisions regarding your long-term health should always be considered carefully. Check out these factors to consider when shopping for Long-Term Care insurance.

Decisions regarding your long-term health should always be considered carefully.

11/10/2024

As the calendar turned to 2024, there was a shift among some young adults embracing a new attitude toward finances called "loud budgeting." Loud budgeting is the latest financial trend to go viral on TikTok as people look to save money. Loud budgeting focuses on celebrating frugality and talking about the decision to save.

Gen Zers and millennials are celebrating frugality with the latest TikTok trend of loud budgeting.

10/10/2024

Wondering what to give someone going through a health journey? Sometimes the best gift is simply being there, but if you want to do something extra special, here are 18 thoughtful gift ideas to show you care.

Not sure what to get someone going through a health journey? Here are 18 ideas.

04/10/2024

What is a maximum monthly benefit? This is the monthly benefit amount received from a policy, after the elimination period is satisfied, when the insured becomes sick or injured and is unable to work. It's another way disability income insurance helps protect an optometrist's income.
Disclosure: https://bit.ly/3Nh1LXu

03/10/2024

Every year, the IRS announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few key cost-of-living adjustments announced by the IRS for 2024. Contact a tax professional for further tax advice.

Here are a few key cost-of-living adjustments announced by the IRS for 2024.