Posts by Brooklynn Chandler-Willy

Investments Affecting Your Taxes?

One of the most common questions I often hear from people is: “How are my investments affecting my taxes?”. Take a look at this weeks video below as we go a little deeper into this frequently asked question. Advisory services offered through J.W Cole Advisors, Inc. (JWCA). Texas Financial Advisory and JWCA are unaffiliated entities.

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3 Written Retirement Plan Strategies

You’ll likely hear time and time again about the importance of having a “written retirement or financial plan” that you can rely on. And what does that really mean, you might ask? Well, a “written strategy” is one that helps you define when, where, and how you will get income from your portfolio. It helps…

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Financial Freedom Roadmap

If you have listened to my radio show, attended one of my live events, checked out my website, you see that we often talk about having your TFA Financial Freedom Roadmap. The question is, what is actually in that roadmap? Watch the video below to dive into what it consists of.

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401K Alternatives

So you don’t like your 401k?  ​​They can be great to force you to save, but they can he horrible at controling your investment vehicle. Take a look at this short video below on some ideas on how to think outside the box when it comes to investing outside of your 401(k)

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Wealth Management Defined

Wealth management = investment consulting + advanced planning + relationship management The easy shorthand for the formula is this: WM = IC + AP + RM Investment consulting addresses the top concern of our clients: preserving their wealth. It is the primary offering of most financial advisors. Advanced planning addresses the four primary financial concerns…

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Create Your Vision For Retirement In 3 Steps

How do we turn our retirement dreams into reality? It’s a big question that many of us are unsure how to answer. This show provides three key steps to take now that can help listeners make that bucket list come to life in retirement. We’ll explore financial strategies that cover the cost-of-living basics — and…

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Tax Season Is Upon Us

Tax season is upon us, and it’s time to figure out if and how changes brought by the Tax Cuts and Jobs Act will affect you. Bear in mind that adjustments have been made in each of these areas:1 Individual tax income brackets and tax rates Standard deduction (doubled) Personal exemptions (eliminated) Child credit (increased)…

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Key Components to Wealth Management in Retirement

You’ve likely heard of the concept “wealth management” before. Just stringing together a definition when thinking about those two words is simple… if you have wealth, you are managing that wealth. And to manage that wealth, it involves making decisions on where it goes, how it’s invested, and how it should change over time. More…

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Our Formula

Here at Texas Financial Advisory I am proud to say we operate a holistic comprehensive wealth management firm focused on taxes, investments & estate planning. There is a formula to help better understand what that means. Wealth Management = Investment Consulting + Advanced Planning + Relationship Management. I created a fun video that better explains…

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The Eight Pillars of a Sound Retirement Strategy

In construction, the key to a sturdy, long-lasting house is the foundation. The same goes for people seeking to build a solid financial house for retirement: It all starts with a sturdy foundation. This show details the eight pillars — assets, income, protective features and more — that go into building a financial house for…

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