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How to Address Major Risks to Your Retirement Assets

By Brooklynn Chandler-Willy | August 12, 2019

Most people consider longevity to be one of the biggest threats to a retirement portfolio. The risk that the portfolio won’t have the legs to last as long as you do. But what many of us don’t know is what to do about it. That is, how to protect a portfolio against not lasting through…

2019 Five Star Award

By Brooklynn Chandler-Willy | July 31, 2019

We are pleased to announce that Brooklynn Chandler Willy has won the 2019 Five Star Wealth Manager award! ​​Five Star Professional has recognized in the pages of Texas Monthly an outstanding group of Austin, San Antonio and Central Texas region wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes…

What to Do With an Inheritance

By Brooklynn Chandler-Willy | July 30, 2019

Receiving an inheritance often accompanies a highly emotional time. It may even create more financial stress than it relieves. You’ll never regret taking a little time to decide how to use your inheritance wisely.

What Is A Roth Conversion?

By Brooklynn Chandler-Willy | July 25, 2019

As many individuals become more concerned about the impact of taxes in retirement, Roth IRAs present a unique retirement vehicle to consider. In certian situations, a conversion to a Roth IRA may make sense for you. Take a look at my new video as we dive into Roth conversions. You can book a call below…

Your Most Valuable Assets for Retirement

By Brooklynn Chandler-Willy | July 24, 2019

Think for a few moments about everything you’ve put aside for retirement. Go ahead, take a second. So what do you think is your most valuable asset going into retirement? I have a feeling we have an answer that will surprise you. This show looks at the most important assets people can carry with them into…

Building Blocks for a Rock-Solid Retirement

By Brooklynn Chandler-Willy | July 17, 2019

We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a…

What If I Live Until 100?

By Brooklynn Chandler-Willy | June 26, 2019

Living to the ripe old age of 100 isn’t as farfetched as it used to be. And as the likelihood of living that long increases, so, too, does the risk of outliving your money. It’s called longevity risk, and it’s not something to mess with as retirement approaches. This show details some of the steps…

Investments Affecting Your Taxes?

By Brooklynn Chandler-Willy | June 18, 2019

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.

3 Written Retirement Plan Strategies

By Brooklynn Chandler-Willy | May 28, 2019

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…

Financial Freedom Roadmap

By Brooklynn Chandler-Willy | May 13, 2019

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.