Key Components to Wealth Management in Retirement

By Brooklynn Chandler-Willy | March 4, 2019

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

By Brooklynn Chandler-Willy | February 13, 2019

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…

Full Article

Key Components to Wealth Management in Retirement

By Brooklynn Chandler-Willy | March 4, 2019

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…

Our Formula

By Brooklynn Chandler-Willy | February 13, 2019

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…

The Eight Pillars of a Sound Retirement Strategy

By Brooklynn Chandler-Willy | November 26, 2018

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…

Diversification & Your Retirement Portfolio

By Brooklynn Chandler-Willy | November 12, 2018

One key to making your financial ride through retirement smoother, more predictable and less stressful can be summed up in one word: Diversification. With retirement approaching or already here, there are four diversification levels to visit — four boxes to check to help reduce market risk AND position your assets for growth. We’ll walk you through…

The Importance of Personal Umbrella Policies

By Brooklynn Chandler-Willy | November 5, 2018

The benefits of umbrellas You have insurance policies on your house and vehicles. You might also insure other types of property you own (boats, airplanes, etc.). But do you have enough coverage, considering your personal wealth? If you’re financially successful, the answer may be a resounding no. The reason is that most insurance policies top…

Correcting the Ship When There’s a Market Correction

By Brooklynn Chandler-Willy | October 17, 2018

After experiencing an extraordinary run for the market, February 2018 proved to be a stark reminder of market volatility with the Dow dropping by more than 2,000 points in a 4-day period. Such an event reminds us that when planning for retirement, market volatility is still a force we absolutely need to consider, because such…

Stretch Those Assets!

By Brooklynn Chandler-Willy | September 24, 2018

Will your retirement nest egg last as long as you need it to? That question keeps pre-retirees and retirees awake at night. This show is designed to help them put the question to rest by offering a range of suggestions for how to extend the life of one’s retirement assets so they’re positioned to last…

Retiring Business Owner? Plan For Succession

By Brooklynn Chandler-Willy | September 17, 2018

If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you wantto build personal financial security and ensure business continuation, it is important to plan ahead. Business succession planning can…

Will Your Family Be OK If Something Happens To Their Breadwinner

By Brooklynn Chandler-Willy | September 17, 2018

Thinking about, let alone planning for the death of a loved one is something many of us choose to set aside for later — or maybe never. But what if that person is the household’s breadwinner? How would you replace that paycheck, even in the short term? How will the bills get paid? To the…

Wills Are For Everyone

By Brooklynn Chandler-Willy | August 29, 2018

When legendary singer Aretha Franklin died of advanced pancreatic cancer at age 76, she did not have a will or trust, according to documents filed in Oakland County Probate Court. And now that $80 million estate of the intensely private Queen of Soul is about to become very public and possibly very taxing for her…