Is the Bear Market Coming Out of Hibernation?

By Brooklynn Chandler-Willy | August 19, 2019

While we may remember 2008 and the damage the market caused to our economy, it’s also hard to remember that bear markets happen more often than we remember, especially after the market went on a remarkable bull run. But the market is beginning to look dubious again and who knows what awaits in 2019, 2020…

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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…

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Wealth Management Defined

By Brooklynn Chandler-Willy | May 6, 2019

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…

Create Your Vision For Retirement In 3 Steps

By Brooklynn Chandler-Willy | April 1, 2019

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…

Tax Season Is Upon Us

By Brooklynn Chandler-Willy | March 5, 2019

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)…

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…