Working Longer

By Brooklynn Chandler-Willy | November 16, 2017

Ah, the life questions we face. Young adults contemplate which college to attend and how that might affect their future. Women – and increasingly often, men – ponder whether to stay home and raise children, work or both. People contemplate job changes and relocations. And then, of course, a big question: When should I retire?…

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Texas Financial Advisory is coming to TV!

By Brooklynn Chandler-Willy | November 8, 2017

Have you missed out on hearing the Texas Financial Advisory show on the radio? No worries! We are weeks away from making our television show debut. The Texas Financial Advisory radio show is being adapted into a television program. We will debut in January on ABC KSAT 12 (TIME TBA).   While you wait, check…

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Wealth and Income: Some Tax Implications

By Brooklynn Chandler-Willy | November 6, 2017

What do Michael Bloomberg, Arnold Schwarzenegger and Mitt Romney all have in common? When they held public office, each accepted only $1 in annual compensation. President Trump also has chosen to forgo his pay, donating his first-quarter salary – minus an amount for taxes – to the National Parks Service. Taxes were deducted from the…

How We Guide You To Retirement

By Brooklynn Texas Financial Advisory | September 6, 2017

Texas Financial Advisory Is Recognized!

By Brooklynn Texas Financial Advisory | September 5, 2017

Texas Financial Advisory and Brooklynn Chandler Willy are blessed to receive this fantastic award from Texas Monthly for three straight years. The top wealth managers in Texas are recognized for excellent customer service and overall satisfactions. We thank our fantastic clients for allowing us to receive this fantastic award! Texas Financial Advisory has been working…

Stress in Retirement? It’s More Common Than You Think.

By Brooklynn Texas Financial Advisory | September 5, 2017

Many of us have an image of how retirement is supposed to be: You’re free! No boss to answer to, no schedule to keep, no demands upon you. In short, retirement equals no stress, right? But the reality is that some retirees report they still have stress after they leave their jobs.1 So what gives? Why are retirees…

Retirement: The New Status Symbol

By Brooklynn Texas Financial Advisory | August 21, 2017

A lack of savings among many U.S. households could mean a change in the perception of retirement. It used to be a foregone conclusion that once you were too old to work, you retired. That’s not always the case anymore. More than a third of U.S. households in prime earning years or later have no…

The Importance of a Retirement Income Strategy

By Brooklynn Texas Financial Advisory | August 17, 2017

Like a life plan, a well-thought-out retirement income strategy helps keep us on track and working toward our goals. And pursuing our financial goals goes hand in hand with working to achieve our life goals. For instance, if you have a specific retirement date in mind, creating a retirement income strategy can help you plan…

Take a Look at Life Insurance

By Brooklynn Texas Financial Advisory | August 3, 2017

Middle-aged adults have a plethora of middle-aged financial priorities. It’s hard to even call them priorities because each one is important; it’s just a matter of spreading the money you have across a variety of different needs. In fact, a typical mid-life checking account might include payouts for a mortgage, college tuition, a savings account,…

Considerations for Retiring Couples

By Brooklynn Texas Financial Advisory | July 26, 2017

Retirement is another chapter in your life; one that requires not only planning but day-to-day maintenance once you get there. And if you have a partner in life, it’s important to remember that your retirement, like a tandem bike, is built for two. Planning for your own retirement is complicated enough, but doing so at…

3 Common Questions About Social Security

By Brooklynn Texas Financial Advisory | July 19, 2017

While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall retirement income strategy. But making sense of the basic ins and outs of Social Security can be overwhelming. Here are three questions people commonly ask as they approach retirement age:…

Potential Models for Retirement Income

By Brooklynn Chandler tfa | July 11, 2017

  As important as it is to plan your retirement goals, you never know what variables could force you to change course. Fortunately, there are a variety of options that can keep speed bumps from running you off the road to retirement. One of the most fluid aspects of retirement is the date. Some people…