Wendy Saenz, Agent with New York Life

06/08/2026

What do you have in place (funds) to live off of if you retire before 59 1/2?

Lots of options!

06/05/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

05/28/2026

What’s your plan or your goal for retirement? Do you know how much you need or even when you can retire?
Let’s chat & figure that out for you!

05/26/2026

If you know someone in the trades industry & they’re interested in BNI Kyle, let me know!
They can come find out more about BNI !

05/25/2026

Grateful to all those who sacrificed (& still do) for our freedoms we have here in the USA.

Thank you!🙏🇺🇸

05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

05/18/2026

Come to the library on Wed.5/20 and get a free will done for you!

Bring a laptop and current ID and you can leave with a notarized will!
Greater Buda Chamber of Commerce

05/14/2026

If you’re part of the Greater Buda Chamber of Commerce, come to the library on Wed. May 20th anytime between 6-8pm to create your will.

This is FREE!

Bring a laptop- should only take about 20 min.

You’ll leave with a notarized will!

01/27/2026

Welcome! Let me tell you why I'm really here. 👋

Last year, I made a career change that surprised everyone (this wasn't easy but so worth it!).

I added financial professional to my career with New York Life.
Not because I stopped loving what I did before.

Because I watched someone I love struggle with something that could have been prevented.

A family member was diagnosed with dementia.

No Long-Term Care Insurance. No plan in place. Just... hope that it wouldn't get bad.

It got bad.

And you know what happens when there's no plan?
The burden falls on the family.

And here's the thing nobody talks about: Love doesn't equal qualification.
We weren't nurses. We weren't caregivers. We weren't prepared.

But we had to figure it out anyway because that's what family does.
It broke my heart. And it opened my eyes.
How many families are one diagnosis away from this same situation?

How many people THINK they're covered but aren't?

How many smart, loving, responsible people just... don't know what they don't know?

So I did something about it.

I became the person I wish we'd had. Someone to ask the right questions BEFORE the crisis hits.
Same me, though.

Still the person who:
✅ Breaks down complex problems into "OH! That makes sense!" moments
✅ Actually enjoys doing math (yes, we exist 😅)
✅ Believes nobody should feel dumb about money
✅ Thinks financial planning should feel like clarity, not confusion

So what do I actually DO now?
I help families figure out:

Life insurance (the real number you need, not just what work gives you)
Long-Term Care Insurance (so your family doesn't become caregivers by default)
Retirement planning (because "I'll just work longer" isn't a plan)
Income protection (your paycheck is your superpower—let's protect it)
Annuities & retirement income (guaranteed money you can't outlive)

My promise to you:
No jargon. No pressure. No making you feel bad about where you are.
Just real talk, math that makes sense, and a plan that protects the people you love.

This page is where I'll share:

Financial tips that don't require a finance degree to understand
Real stories (with permission) about real people solving real problems
The occasional corny math joke (I can't help myself)
Resources to help you win with your money AND protect your family

So... welcome! 🎉
I'm glad you're here. And I'm here because I don't want what happened to my family to happen to yours.

What's the #1 financial question you wish someone would just ANSWER for you? Drop it below. I'm listening. 👇