Batty the Mermaid Does Finances

Batty the Mermaid Does Finances I am a Financial Strategist with WFG Transamerica Financial Advisors. I am also an expert in Tax Negotiation and a professional bookkeeper.

Happy Year of the Fire Horse!
02/17/2026

Happy Year of the Fire Horse!

Wishing our community a prosperous Lunar New Year — one filled with energy, innovation, and forward momentum. Here’s to powering what’s possible together!

01/07/2026

LET'S GO!!!

Maximize Your Business's Financial Health and Employee Benefits! 🚀​Don't miss our exclusive FREE webinar this Wednesday,...
12/09/2025

Maximize Your Business's Financial Health and Employee Benefits! 🚀
​Don't miss our exclusive FREE webinar this Wednesday, December 10th at 12 PM EST!
​We've gathered a powerhouse panel of industry experts to discuss essential strategies for today's business owners, covering everything from core benefits to advanced planning.
​Meet the Experts:
​CPA Business Owner (California)
​Life Insurance Broker
​Two Health Insurance Brokers
​Investment Representative (John Hancock)
​Ex-HR Executive turned Financial Professional
​What We'll Cover:
​🏥 Healthcare Solutions
​💰 Retirement Planning
​🛡️ Supplemental Benefits
​💼 Key Person Insurance
​🎁 Executive Bonus Plans
​...and much more to safeguard your business's future!
​Seats are strictly limited, so secure your spot NOW!

​👉 Register Here: https://bit.ly/best-biz-solutions

​IMPORTANT Referral Note:
​If someone specifically invited you to this event, please be sure to enter their name when asked who referred you during registration!

​BONUS for Attendees!
​Attendees who keep their camera on and face visible for the majority of the webinar will be emailed a $5 Virtual Visa Gift Card within 72 hours. It pays to be engaged!

Welcome! You are invited to join a meeting: The Benefits Refresh: Upgrading Your Plan for Today's Workforce. After registering, you will receive a confirmation email about joining the meeting.

Okay business owners, you do NOT want to miss this!!!
12/03/2025

Okay business owners, you do NOT want to miss this!!!

11/14/2025

🌟 TERM LIFE INSURANCE… BUT BETTER. Let’s Talk Living Benefits! 🌟

Most people think all term life insurance is the same—but it’s not even close.
If you’re comparing Traditional Term Life Insurance to Term Life with Living Benefits, here’s what you need to know:

🚫 Traditional Term Life Insurance
You pay for protection that only helps your family after you’re gone.
It’s important, but it doesn’t support you while you’re living your life.

✅ Term Life with Living Benefits
This is the next level.
You still get the same affordable protection your family needs if the unexpected happens—
BUT you also get access to your benefit while you’re still alive in case of:

🔥 Critical Illness
🔥 Chronic Illness
🔥 Terminal Illness

That means if life takes a sharp turn—heart attack, cancer diagnosis, major illness—you can access a portion of your policy to help cover bills, treatment, lost income, or simply to support your quality of life.

💡 Why more families are choosing Living Benefits:
Real protection for real-life emergencies

Financial relief when you need it most

Keeps your family secure no matter what life throws your way

Still affordable, still simple—just way more powerful

If your term policy doesn’t include Living Benefits… you’re missing out on the part that protects you.

Want to see what it would look like for you or your clients?
Drop a comment or message me directly—I'm happy to help you compare your options!

Let me know if you're interested in being your own boss!!
11/14/2025

Let me know if you're interested in being your own boss!!

Today, we pause to honor all the brave men and women who have served and continue to serve our country. Their courage, s...
11/11/2025

Today, we pause to honor all the brave men and women who have served and continue to serve our country. Their courage, sacrifice, and commitment to protecting our freedoms inspire us every single day.

What makes this day even more special is seeing how the next generation carries on this spirit of gratitude. Each year, the students at my high school come together to honor our veterans — reminding us that appreciation, respect, and patriotism live on through our youth.

Let’s all take a moment today to reflect, give thanks, and remember that freedom is never free.

Let me help you be prepared!!
11/06/2025

Let me help you be prepared!!

Ready for a change? Tired of being an employee? Let's talk!!
10/22/2025

Ready for a change? Tired of being an employee? Let's talk!!

Jacqueline Carstensen was working as a WFG agent when she received a life-threatening cancer diagnosis.

While she was scared and apprehensive about what came next, she says she was grateful not only for her insurance policies, but also for the WFG community, who rallied around her and helped support her and her clients.

At WFG, we're a community that always prioritizes the needs of our fellow agents, in good times and bad.

Let me know if you would like me to get you registered for this great event!!The Milaire Group is officially expanding t...
09/30/2025

Let me know if you would like me to get you registered for this great event!!

The Milaire Group is officially expanding to Puerto Rico 🎉🇵🇷 and we’re kicking things off with a powerful Expansion Event in San Juan!

📅 Wednesday, October 22, 2025
🕖 7:00 PM
📍 Nova University – San Juan, Room 3324
997 Calle San Roberto, San Juan, PR 00926

This is your chance to learn more about who we are, what we do, and the incredible opportunities that come with being part of our growing team. 🚀

✨ Don’t miss out—scan the QR code to register today!

09/25/2025

Address

680 15th Place
Vero Beach, FL
32960

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