Shawn Owen

10/03/2026

Growing up, neighbors and television shows placed so much emphasis on a vacation home for a relaxing getaway, yet was never the conversation of a financial burden to purchase, maintain and afford the lifestyle.

What have you learned about the pros and cons of owning a second home?

Let’s connect to discuss your financial goals and explore how this idea could help you achieve peace and a permanent getaway option.

A vacation home can be a relaxing getaway or a financial burden. Learn the pros and cons of owning a second home and how to decide if it fits your goals.

09/29/2026

"All work and no play makes Jack a dull boy" is a 17th-century proverb meaning that a person who only works and never takes time off for rest or fun becomes bored and boring.
Which of your hobby's play into a large part of your budget?

For me its travel and extreme sports and after a while the "fun" really starts to add up. Yet it almost feels like, how can you put a price on a little R & R.

Tell me how enjoying your hobby fits into your financial strategy. Sound off on your part.

Funding an expensive hobby can actually be a sound budgeting decision, as long as you plan for it.

09/01/2026

What a perspective by Thasunda Brown Duckett. The idea of Balance between working life has been a great comfort to psychological belief processes. However, the true idea of seeing your life as a diversified portfolio can create moments of extreme value while being okay during the lull’s of life’s volatility’s.

Let’s speak on what you have done to make your Balance seem fruitful

They tell you not to miss the moment, and here’s how I take stock as summer winds down. I’ve shared before that I believe in living life like a diversified portfolio. Just like your financial portfolio, your priorities will shift depending on the season. Some seasons call for more focus on famil...

05/26/2026

Happy Memorial Day to our bravest that have paid for our freedom

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04/17/2026

Truly appreciate National Life Group, they have been named one of the largest life insurance companies of 2025 by NerdWallet!

This recognition, based on market share for individual policies, reflects a commitment to furthering financial literacy and providing protection for those who need it most.

Their offerings are incredible. Who wants to learn more about this phenomenal organization?

03/04/2026

It's almost Real Estate season!

Not uncommon to know someone who is experiencing a major life change like a move. Maybe its yourself.

It could be a great time to also review your financial goals and strategy considering there will be a lot to balance with this life changing decision. Let's connect.

Whether moving by necessity or choice, downsizing means deciding what to do with your stuff. Here's what to do if the kids and grandkids don't want it all.

02/27/2026

What an article about healthy financial habits! Key word here is HEALTHY... So many habits are where financial concerns derive from. Take a look and see how you score with these suggestions.

"The real power of financial progress in 2026 lies not in bold resolutions, but in quietly building systems that remove friction, reduce stress and compound over time."

Here are simple, high-impact financial habits that reduce stress, build stability and quietly compound into long-term wealth.

02/27/2026

Quiet a few things have occurred this week that could be of importance to your world.

According to Reuters, Federal Reserve policymakers continue to take a cautious ‘wait-and-see’ approach on interest rates. Some officials say multiple rate cuts may be possible later this year, but only after inflation shows sustained progress.
Also as reported by AP News, Mortgage rates have dipped below 6% — the lowest level in several years — for the first time in a while, potentially boosting home-buying activity this spring.

For everyday Americans, that means borrowing costs and the job market remain potential key factors to lookout for as you plan your budget and financial goals.

How do think this news can help our economy?

02/24/2026

Did you know that Social Security was another taxable table for you to look forward to?
Tell me, when was the last time you went over your strategy to the pension our government has promised the working class?

Looking ahead to retirement and have questions? Let's connect about your goals.

If you're strategic about your retirement account withdrawals, you can potentially minimize the taxes you'll pay on your Social Security benefits.

02/20/2026

TAX SEASON conversation:

Dealing with your next generations financial needs - Are you the type to let them Sink or Swim; or will you provide a life vest to start with a bit of leverage in navigating the waters?

Do yourself a GREAT favor, check out this insightful Forbes article: Parents need better ways to transfer wealth to children and effectively grow that money in the most tax-efficient manner

Get back to me on how you would handle this after getting this perspective.

Parents need better ways to transfer wealth to children and effectively grow that money in the most tax-efficient manner possible.