Cary Bazan/Financial Advisor

Securities and advisory services through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha companies are not affiliated. 6.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Texas 2. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Inves

Team USA has women to thank for more than half of its Olympic medals 08/16/2024

American women crushed it at the 2024 Paris Olympics, snagging 67 of Team USA's 126 medals! In fact, if they were their own country, they’d rank 3rd overall. What were your favorite events to watch?

Team USA has women to thank for more than half of its Olympic medals If American women were their own country, they would rank third in the 2024 Olympic medal count. Women brought home 67 of Team USA’s 126 medals, though one remains in contention.

08/11/2024

Share your love of wildlife with the whole family! 🦁 When you sign up to be Wild Kingdom Insider, you'll receive a free downloadable activity guide that's packed with engaging projects and animal facts — the perfect way to get the young people in your life excited about wildlife! https://mutualofomaha.co/3ytYsIL

Americans have 4 core beliefs about money—but only one helps you get richer 08/09/2024

Understanding your subconscious financial behaviors can help you make better financial decisions. Identifying and rescripting these beliefs can lead to a healthier financial future.

Americans have 4 core beliefs about money—but only one helps you get richer Understanding the why behind your financial decisions is key to making progress toward your money goals, says financial psychologist Brad Klontz.

08/04/2024

Mutual of Omaha’s Wild Kingdom The Podcast is out now! Tune in to discover amazing animals and encounter exotic ecosystems plus go behind the scenes of the TV series and hear from experts in animal conservation. Listen on wildkingdom.com or wherever you get your podcasts. 📲 https://mutualofomaha.co/4dojvLU

Max Offers College Students 50% Off— Joins Others In Offering Steep Discounts To Boost Numbers 07/27/2024

Max joins Hulu, Peacock, Paramount, and Apple TV as the latest streaming service to offer major discounts for college students. Is your student taking advantage of these discounts for their much-needed study breaks?

Max Offers College Students 50% Off— Joins Others In Offering Steep Discounts To Boost Numbers HBO's streaming service, called MAX, has added more than 600,000 paid subscribers so far this year for a total of almost 20 million.

More pet parents getting health insurance for their 'child' 07/25/2024

From unexpected vet bills to specialized care, learn how pet insurance can offer peace of mind and financial security for you and your furry friends.

More pet parents getting health insurance for their 'child' Owners are increasingly viewing pets as valued members of the family.

07/23/2024

Wondering how to save for college? Explore the pros and cons of 529 Plans vs. Roth IRAs. From tax benefits to investment options, find out which is the best fit for your family's future!

www.broadridgeadvisor.com

Council Post: 19 Expert Tips For Staying Productive This Summer 07/22/2024

With sunny days and vacation on the horizon you might need help maximizing your summer productivity. From setting clear goals to leveraging new tech, discover how to stay on top of your game this season.

Council Post: 19 Expert Tips For Staying Productive This Summer Daydreaming about a vacation? Check out these expert tips for professionals to stay productive and focused while making the most of the lazy, hazy days of summer.

07/17/2024

Do you know someone who has been impacted by cancer, has had a heart attack, or suffered a stroke? At Mutual of Omaha, our Critical Advantage portfolio offers you the opportunity to protect the ones you love when the unexpected happens. Click here for more information: https://bit.ly/4bPDtxG

Financial Regrets (Jun) 07/15/2024

Do you have any financial regrets? If you do, you're not alone!

Financial Regrets (Jun) About three out of four U.S. adults has a financial regret. Do you?

07/13/2024

Although most home improvements are not tax deductible, there may be some projects that reduce your tax burden.

*Consult a tax expert for tax advise.

Can Home Improvements Lower Your Tax Bill? It Depends (Jun) Certain types of projects might reduce your tax burden.

07/12/2024

Just announced! Explore the world of wildlife conservation in a whole new way with Mutual of Omaha's Wild Kingdom The Podcast, Co-Hosted by Peter Gros and Dr. Rae Wynn-Grant. Watch the trailer on our website and tune in weekly starting July 16. https://bit.ly/3xQcLHm

07/10/2024

Accidents happen everyday, so it’s important to protect your family. Mutual of Omaha’s Guaranteed ADvantage Accidental Death Insurance is a great option. Offering both individual and family coverage, this product offers guaranteed approval regardless of your occupation, driving record or current health. Contact me today to learn more!



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After the Loss of a Loved One, Watch Out for Scams (Jul) 07/09/2024

Losing someone you love is never easy - and can be made even more difficult by falling prey to one of these awful scams.

After the Loss of a Loved One, Watch Out for Scams (Jul) Unfortunately, scam artists often prey on individuals grieving after the loss of a loved one.

Saving for College: 529 Plan vs. Roth IRA (Jun) 07/08/2024

Roth IRA stack vs. 529. This short article has some helpful tips when it comes to choosing a tool to help save for college.

Saving for College: 529 Plan vs. Roth IRA (Jun) How does a Roth IRA stack up against a 529 plan when saving for college?

Tax Treatment of Home Energy Rebates 07/06/2024

Many states have applied for or have received optional early funding to jumpstart their home energy rebate programs. The IRS is now providing guidance on federal income tax treatment of these rebates.

Tax Treatment of Home Energy Rebates The IRS has provided guidance on the federal income tax treatment of certain home energy rebates.

07/04/2024

48% of consumers without disability insurance coverage say their families would resort to tapping into personal savings to meet day to day expenses in the event of a significant illness or injury. 26% said they would tap into their retirement funds.* Mutual Income Solutions allows you to focus more on your recovery and less on how you will cover expenses by providing income protection.

Find out more information and required disclosures here: https://bit.ly/45TYx4J

Statistics Source: *https://bit.ly/4csIspo
and-your-future/

07/03/2024

Looking for an affordable way to protect what matters most? A Term Life Express policy from United of Omaha offers budget-friendly and straightforward life insurance coverage that can help you replace your income in the event of an unexpected loss, regardless of your income or debt situation. Contact me to discuss Term Life Express today.



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Real Estate Roundup: Feeling the Impact of Higher Rates 07/01/2024

This article provides a helpful real estate recap and share that commercial property values have been hit harder than home values.

Real Estate Roundup: Feeling the Impact of Higher Rates Commercial property values have been hit harder by rising interest rates than home values.

06/30/2024

On World Social Media Day, we wanted reach out to those who follow and interact with us to say thanks. Social media is more fun with friends, so thanks for going along on the ride with us!

Retirement Confidence Edges Up, With Some Optimism 06/28/2024

The Employee Benefit Research Institute's 2024 Retirement Confidence Survey is seeing a slight increase in respondents' confidence in their ability to afford a comfortable retirement.

Retirement Confidence Edges Up, With Some Optimism Retirement confidence edges up from the greatest drop since the Great Recession

06/27/2024

For more than 60 years, Mutual of Omaha’s Wild Kingdom has delivered inspiring and heartfelt wildlife conservation stories. Relive classic Wild Kingdom episodes or watch our new series, Mutual of Omaha’s Wild Kingdom Protecting the Wild, for free anytime at wildkingdom.com, and enjoy the wildlife adventures with your family. 🦁👉 https://bit.ly/44Rr3ni

06/26/2024

Our Living Promise Whole Life and Children’s Whole Life products can give the gift of lifelong protection by providing funds to cover funeral expenses and outstanding debts in the event of an unexpected death. Get started by using this Final Expense Calculator to help prepare and understand what to expect, or contact me today to learn more.

Final Expense Calculator: https://bit.ly/4cuIJYE

A Pension Strategy that May Boost Your Income (Jun) 06/25/2024

If you have a pension but aren't aware of pension maximization, this short article might be worth the read!

A Pension Strategy that May Boost Your Income (Jun) Pension maximization is a strategy that may increase income for the retiree and his or her spouse.

06/24/2024

61% of consumers would feel financial hardship in one year should the primary wage earner become sick or injured.* If you were in this situation, would you be prepared to handle monthly expenses? Mutual Income Solutions can be customized to provide you with appropriate coverage to help replace a portion of the income that you rely on.

Find out more information and required disclosures here: https://bit.ly/3KYn7I6

*https://bit.ly/3VVGmII

06/22/2024

A quick quiz! Can you match these ages with the federal benefits and tax responsibilities?

Birthday Benefits Quiz (Jun) Can you match these ages with the federal benefits and tax responsibilities?

Should You Buy or Lease Your Next Vehicle? (Jun) 06/21/2024

Buy or lease? Which option is best with prices still going up on new vehicles?

Should You Buy or Lease Your Next Vehicle? (Jun) With new vehicle prices skyrocketing, will leasing save you money?

06/19/2024

Looking to meet your family’s needs for financial protection while also building cash value? Look no further. An Indexed Universal Life Express life insurance policy from United of Omaha is an affordable and versatile option for those that have many needs to address.

Let’s take a look at what an IUL Express policy can offer you. Contact me for more information.



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06/18/2024

Protect your child’s future insurability with a Children’s Whole Life Insurance policy from United of Omaha. With low-cost premiums and an easy application process, you can provide your child with a foundation for a permanent life insurance solution.

Contact me to get started today!

06/14/2024

If you’re earning an income, you know that a significant portion of that money goes towards things such as mortgage or rent, car payments and more. If an injury or illness strikes, how can you ensure your income is protected? Mutual Income Solutions offers financial protection that helps you focus more on your recovery and less on how you’ll cover expenses.

Find out more information and required disclosures here: https://bit.ly/4bQTlAZ

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Address


122 W John Carpenter Freeway
Irving, TX
75039

Opening Hours

Monday 7am - 6pm
Tuesday 7am - 6pm
Wednesday 7am - 6pm
Thursday 7am - 6pm
Friday 7am - 6pm
Saturday 9am - 2pm

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