Retirement Strategies

TFA Radio Show – Nest Egg Longevity

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…

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TFA Radio Show – Know Where Your Money Goes

When it comes to retirement spending habits and peoples’ expectations for the expenses they’ll incur in retirement, and the amount they need to save now to cover those expenses later, the picture is often pretty cloudy. This show seeks to provide clarity by examining retirement spending habits and expenses, revealing the specific expense categories and…

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Texas Financial Advisory is coming to TV!

Have you missed out on hearing the Texas Financial Advisory show on the radio? No worries! We are weeks away from making our television show debut. The Texas Financial Advisory radio show is being adapted into a television program. We will debut in January on ABC KSAT 12 (TIME TBA).   While you wait, check…

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Take a Look at Life Insurance

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,…

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Considerations for Retiring Couples

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…

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3 Common Questions About Social Security

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:…

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Potential Models for Retirement Income

  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…

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As You Age, Keep Looking Forward

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,…

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