Travis Cavazos

06/16/2025

This article addresses what you should know as Congress considers pending estate tax legislation. It also offers strategies for you to consider.

The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.

06/09/2025

Life insurance can do more than just provide for your heirs — here’s how to maximize your policy while you’re still here.

04/24/2025

Global markets are reacting swiftly to the continued tariff news, and the resulting volatility has impacted investors. In this climate of rising costs and uncertainty, you want reassurance, and for 180 years, New York Life Insurance Company and its affiliates have been a steady hand throughout every market cycle. Let’s talk about annuity solutions to help meet your financial needs in today’s environment.

04/22/2025

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

04/21/2025

As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

04/11/2025

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 10% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.

04/11/2025

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Contact me to learn how a portfolio approach may be less expensive than a single life insurance policy and still provide the protection your family needs.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

04/09/2025

Share something you worked hard on in the past week.

04/08/2025

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

04/07/2025

With tailored solutions, made just for you, you can rest assured knowing that your protection has your interests in mind. Contact me to set up a meeting.

04/05/2025

What kind of legacy do you want to leave to your loved ones?

04/04/2025

What have you done in the past that has paved the way for your success today?