Retirement Planning
A Guide to Balancing Multi-Generational Financial Priorities
This show is designed to help the tens of millions of Americans who are members of the “Sandwich Generation”: people who feel pressure to provide some kind of financial support to their aging parents as well as to their children while still trying to meet their own financial goals and obligations. Not only does the…
Read MoreIs the Bear Market Coming Out of Hibernation?
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…
Read MoreHow to Address Major Risks to Your Retirement Assets
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…
Read MoreWhat to Do With an Inheritance
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.
Read MoreWhat Is A Roth Conversion?
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…
Read MoreYour Most Valuable Assets for Retirement
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…
Read MoreBuilding Blocks for a Rock-Solid Retirement
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…
Read MoreInvestments Affecting Your Taxes?
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.
Read More3 Written Retirement Plan Strategies
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…
Read MoreFinancial Freedom Roadmap
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.
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