Mundorf Wealth Management

09/08/2026

Think life insurance is only about paying for a funeral or a mortgage?

The truth is life insurance can offer significant tax and estate planning advantages, including the ability to leave an inheritance that can avoid income and estate taxes. 🧩

Not only that, but life insurance can immediately increase the value of your estate with the first premium payment - sometimes by millions of dollars.

09/07/2026

A little financial advice, a little reassurance, and occasionally a pep talk. 😂

Your retirement plan deserves all three.

09/03/2026

Zoom in for a sign. 👀🔍

Maybe this is your sign to stop putting off your financial future. 😉

09/02/2026

Estate plan or legacy plan? 🤔

They may sound similar, but they serve different purposes.

Watch to find out why. 👇

09/01/2026

A little behind-the-scenes of a morning at Mundorf Wealth Management ☀️

Coffee, conversations, a little planning, and a whole lot of purpose.

08/31/2026

A Revocable Living Trust can be an important part of your estate plan. 📋

It can mean more control and access to your assets during your lifetime and more thoughtful management of those assets after you’re gone.

But estate planning isn’t one-size-fits-all. The right strategy depends on your goals, your family, and your unique circumstances.

Randy Gunter

08/27/2026

❤️ We’re excited to share what’s coming this December!

Mundorf Wealth Management is proud to co-host the Invest in HEART Gala alongside Invest in HEART, benefiting the Texas Children's Heart Center and children and families affected by congenital heart defects.

What began as an opportunity to bring our clients and friends together has grown into something even more meaningful—an evening where our clients, friends, and community can enjoy a great event while supporting a cause very close to our hearts.

We’re sharing the details in the infographic below and hope you’ll join us for an incredible evening of dinner, drinks, live music, a silent auction, and a great cause.

Take a look below—and stay tuned. We’ll be sharing much more about this year’s gala in the weeks ahead. ❤️

Save the date! ❤️

Join us December 4th for the Invest in HEART Gala—an evening of fun, community, and giving back.

Interested in attending or sponsoring a table? Visit heartofnewbraunfels.com for event details, tables, and individual seats.

We hope you’ll be part of it!

08/27/2026

Meet Mongo, our Chief Morale Officer.

He’s responsible for keeping spirits high, providing emotional support, and maintaining a very strict nap schedule.

Honestly, he’s crushing it.

08/26/2026

Your retirement is too important for financial advice from your TikTok feed. 📱💰

These days, influencers are handing out financial advice online like it’s a one-size-fits-all solution. But your retirement isn’t one-size-fits-all.

When it comes to your financial future, it pays to have a plan built around you, not a trending video.

Don’t trust your retirement to the internet. Trust it to a thoughtful, personalized plan.

08/26/2026

Should You Tap Your Retirement Savings to Pay off Your Mortgage?

🏡💰 Thinking about paying off your mortgage before retirement? Not so fast…

Going into retirement debt-free sounds like the dream, but should you tap your retirement savings to make it happen?

In this interview, Dustin and Erin Kennedy break it down 👇

✅ Considerations most people miss
⚖️ How to balance the numbers vs. peace of mind
🚨 Why pulling from retirement accounts could backfire
📈 The hidden risks: taxes, inflation, and reduced liquidity

Bottom line: A paid-off house feels great… but the strategy behind it matters even more. Before you write that final check, just text, call, or book a free chat by visiting www.LongLiveMyMoney.com.