Shawn Owen

05/26/2026

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

🇺🇸

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.

02/16/2026

TAX SEASON conversation:

So, you wanted to find options for a tax-free income when you retire, yet you may have hit hurdles because of income restraints

What else can you do? Strategic Roth IRA conversions can set you up for a tax-free income AND a tax-free inheritance for the people you love.

Tell me what you think about this concept.

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you love.

02/11/2026

How often does your family go over the next steps for the circle of life?

I cannot lie, Buffett's approach is one to consider why putting it all on the line can help all stay fine.

Buffet's collaborative approach has helped his family maintain strong relationships while managing the immense responsibilities that come with inheriting significant wealth.

12/27/2025

Put a bow on your financial protection strategy as the year comes to a close. Let’s review your coverage and set you up for a strong start to 2026.