Karyn Damschen | Health and Life Insurance Specialist and leads, RESolutions, our women’s planning division
Year Joined: 2013
Years of Professional Experience: 20+
What I love about Retirement Evolutions: The entire Retirement Evolutions family and the fact that we are able to help so many people enjoy their retirement and secure their legacy.
Places I’ve Lived: Tucson, AZ; Pennsylvania; Flagstaff, AZ
My Hobbies and Passions: Leading Girl Scouts, spending time with family and friends; kickboxing, running, cooking and hiking.
Karyn is the organization’s go-to resource to design and implement solutions to address any client needs in the health or life insurance arena. She also leads, RESolutions, our women’s planning program, which provides comprehensive retirement planning services for women by women.
Karyn’s Professional Story
Karyn has never taken a backseat to learning and trying new things in her professional pursuits. Just prior to joining Retirement Evolutions, Karyn spent three years with the Girl Scouts of Southern Arizona, first as their retail manager, then in fund development. While working with the Girl Scouts, Karyn developed a keen interest in learning all she could about the financial industry, and with Jon’s support and encouragement, she earned her life and health insurance license and left the Girl Scouts in 2013 to launch the health insurance division for Retirement Evolutions. For the next three years, through educational seminars, community group engagements, and one-on-one meetings, she enabled hundreds of families and retirees to make well-informed, educated decisions about their health insurance and healthcare needs. She really became the “health care financing expert” for Retirement Evolutions. After encountering so many women in our firm who had experienced unexpected changes in their financial future, she decided she had to do more to help. Karyn added RESolutions to the suite of services provided by Retirement Evolutions and remains committed to changing women’s lives by ensuring they have the knowledge and tools necessary to protect their financial future and future legacy.
Karyn’s Personal Story
Karyn is a Tucson native and daughter of a military family whose lifestyle helped shaped her childhood. She even elected to stay in Tucson and attend the University of Arizona. Since that time, she has enjoyed raising her family of two young adult children. That family is the beneficiary of one of Karyn’s great joys – cooking. If she isn’t in the throes of motherhood, you’ll likely find her sparring at kickboxing, hiking, volunteering in the community or enjoying the company of good friends.
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JOHN AND KARYN ON THE RADIO
“Let her sleep, for when she wakes she will shake the world.”
-Napoleon Bonapart speaking about China
General Motors recently announced the pending closure of three U.S. assembly plants and the discontinuation of six cars made at those plants. While large sedans are no longer big sellers in the United States, they remain popular in China, and GM will continue to manufacture them there.LISTEN
The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York, and other high-tax states could face a higher tax bill when they file their 2018 return.
While cutting tax rates on ordinary income, increasing the standard deduction and doubling the federal estate and gift tax exemptions, the tax legislation also capped the deduction for state and local taxes (SALT). While once open-ended, the SALT deduction is now limited to $10,000 ($5,000 if married, filing separately).LISTEN
Risk is a necessary element of any retirement plan – because investing in things like stocks which can decrease in value can also give you big increases. Today Jon and Karyn talk about how to manage the risks involved to your own tolerances to give you the right plan with the right amount of risk so that your money will be there whenever you need it.LISTEN
What sneak attacks could try to derail your retirement plans? Well, some include long-term care and other health costs, or kids coming back home as adults. Jon and Karyn discuss these and a number of other things which could throw your retirement plans for a loop if they are not addressed or planned for.LISTEN
We all know what a balance sheet is when it pertains to a business. Well, when we retire, we need to check our personal balance sheet – if it’s out of balance, we may not have the money and resources we need to retire in the first place. Today Jon and Karyn go over the steps which need to be taken to be sure your personal balance sheet is where it needs to be in order to live your best retirement.LISTEN