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.

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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…

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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…

Expenses That Come With Caring

By Brooklynn Texas Financial Advisory | July 6, 2017

We spend our lives caring for others — at least if we’re lucky. One of the greatest treasures in life is having people, causes and pets to care for. Unfortunately, caring for others can have its challenges, including additional stress and financial burdens. Sometimes we get so caught up in making money that we don’t…

As You Age, Keep Looking Forward

By Brooklynn Texas Financial Advisory | June 5, 2017

Many people spend a large portion of their lives taking care of people like their spouse, children, siblings and older parents. Here’s a message for those in their later senior years: Don’t stop now. As we age, our concerns start to change. Some people may become preoccupied with ailments and difficulties in their living situations,…