Michelle Shauger Primerica Regional Vice President

08/06/2026

Fabulous summary.

RMDs can have a serious knock-on effect on your finances in retirement. The key is knowing what's at stake and taking action way before the IRS comes calling.

07/13/2026

The older I get the more this sage advice resonates. As Buffet wisely espouses, "Leave your children enough so they can do anything, but not enough that they can do nothing.”
If you can & they will let you, leave an example & memories so the resources, both tangible & intangible, continue for generations.

05/25/2026

We reverently give thanks today. Grateful seems insufficient for those who gave everything. Our hearts are aligned with all Gold Star Familes today. May we never forget.

05/04/2026

Grandparents please read & share.

Contributions to Trump Accounts, the new tax-deferred savings vehicle for children, can’t be made until July 4, 2026. However, the opportunity to open a Trump Account, either through filing Form 4547 or using a dedicated IRS website, forms.trumpaccounts.gov, has been available for several months.

04/19/2026

Please read and share. Financial firms are seeing 100% increase in fraudulent account activity.

Swindlers have stepped up their game with artificial intelligence and deepfakes to steal older Americans’ money and personal information.

01/17/2026

I love helping families create a family mission statement or statement of financial purpose. The only thing I disagree with here is you don’t have to be a multimillionaire to have a family mission statement. I believe everyone should have one.Think of it like a charity would think of it. Their statement of financial purpose guides all the decisions that the board makes with the resources the Charity has. You are the board of your family. Let your family mission statement guide you ❤️

Advisers help families spell out their values for generations to come

01/15/2026

What gives you joy? Have you done your audit? 🥰

Money is just a tool. The key is learning to use it intentionally. Melissa Leong’s “joy audit” is one way to make sure your spending reflects what really mat...

11/27/2025

Today I give thanks for my clients.
Your presence in my life has blessed me beyond words. Thank you for sharing your life, your dreams, and your hopes with me. I am praying for each of you today and wish you a day filled with love and gratitude.
May your Thanksgiving be blessed ❤️

11/14/2025

Workers will be able to put up to $24,500 into their 401(k)s and similar workplace retirement accounts in 2026, up $1,000 from this year, the IRS said.

11/07/2025

Good reminders.
Do not forget your bank accounts & brokerage accounts, too.

Many savers pay little attention to retirement-account beneficiaries. That’s a mistake.