Antonio Gamez
Antonio Gamez
Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.
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Current insights
Ready to take control of your finances in 2026? Here are four tips to get you started! 1. Live within your means. Create a spending plan. 2. Save then spend. Make saving automatic. 3. Start now. It’s always better than starting later. 4. Outpace inflation. The longer you live, the more you need to do so. I can help! Schedule time to meet with me.
Retiring in 2026? Here are three year-end retirement planning tips to help you make the most of your finances before the calendar flips. 1. Maximize retirement contributions. Boost your 401(k), IRA and HSA savings before limits reset! 2. Delay Social Security (if you can). Waiting equals bigger monthly checks later. 3. Review and update your wills, trusts, powers of attorney and health-care directives. Meet with me to discuss!
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We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
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