This year, our Christmas blessings doubled – not only was it our second year sponsoring an Angel Tree – but, our first year adopting a family and senior citizen. Our Angel Tree overflowed with wishes, bending the bows and warming our hearts. Created by The Salvation Army, The Angel Tree alleviates hardships and brings the magic of Christmas to the […]Read More Whatever You Do, Work at it With All Your Heart
Faith, Family, Financial
Navigating Required Minimum Distributions
Assistant Vice President of Operations
Individual Retirement Arrangements (IRAs) are retirement funds to be used during the IRA Holder’s retirement. As you may be aware, contributions to a Traditional IRA, SEP-IRA, and SIMPLE IRA are generally pre-tax*, meaning the IRA Holder will not be taxed on the contributed amount in the year “for which” the contribution is made. This is intended by Congress and the […]Read More Navigating Required Minimum Distributions
A Tradition of Giving Back
Membership Engagement Coordinator
The Seguin Branch has been carrying on a tradition which began 40 years ago. Dr. Gery Moczygemba, Branch 1st Vice President, opened his dental practice in Seguin, Texas on October 8, 1983. After moving to Seguin, Dr. Moczygemba became a member of St. James Catholic Church. While attending their Annual Fall Festival, he joined in conversation with volunteers who cooked […]Read More A Tradition of Giving Back
An Insurance Plan for Everyone
SVP/Director of Sales
While there is an insurance plan for everyone, many people underestimate their earning power when it comes to choosing the right one. For example, a 30 year old couple earning a total family income of $150,000 per year without any raises, will have earned a total of $5,250,000 by age 65. How much will you earn in your lifetime, and […]Read More An Insurance Plan for Everyone
How Safe Are Life Insurance Companies?
SVP/Director of Sales
It’s understandable that there’s concern about the safety of financial institutions, especially with the volatility of the banking industry, as reported in the news. With Catholic Life, rest assured that because of our prudent best practices management, your life insurance and retirement funds are secure. Insurance companies are required by law to set aside a portion of their assets to […]Read More How Safe Are Life Insurance Companies?
Avoid the Rollercoaster
We all remember those days, early in life, when our goals were clear – buy a home, save for an emergency, and protect our families. With retirement years away, we focused on our basic necessities, but soon we were bombarded with advice on growing the amassed savings that became designated as retirement. While there are strategies that offer a quick […]Read More Avoid the Rollercoaster
Time for Your Annual Review
It’s a new year and if you’re like millions out there, you’ve made resolutions to improve many areas of your life. It’s the best time to set goals to save money, and review your financial accounts. An annual review will prepare you for the unexpected ‒ an emergency, long-term illness, or even death. Let’s face it, we’re busier than ever, […]Read More Time for Your Annual Review
Reflecting During this Season of Giving
SVP/Director of Sales
As we celebrate the Christmas season, it’s a great time to reflect on the importance of faith, family, and financial well-being. There’s no better way to show your family that you care than by purchasing life insurance. A life insurance policy can give them peace of mind. But, more importantly, the coverage can help pay for funeral expenses, replace lost […]Read More Reflecting During this Season of Giving
A Personal Story on Health & Uncertainty
SVP/Director of Sales
I was 33 years old, and my wife and I were expecting our first child. It was 9 a.m. on a typical Tuesday morning. I was in a business meeting going over our company goals, and out of nowhere, a cold sweat came over me, and my heart began beating very quickly – as if it might beat out of […]Read More A Personal Story on Health & Uncertainty
Keeping Your Money in the Family
SVP/Director of Sales
Do you have any money that you plan on leaving to your family, but concerned about needing it for emergencies such as long-term care or home health care? Consider the case of Dan and Joanne. Dan and Joanne just reached age 65 and had prepared very well for their retirement. Together, their 401k’s and annuities will provide them a good […]Read More Keeping Your Money in the Family
