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Our Formula

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…

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10 Ways To Make Your Money Work

There are always those gnawing questions: What could I be doing to get my money to work harder for me? How to get more out of my retirement assets? As hard as people work for their money, they deserve ways to get their money to work harder for them, especially with retirement approaching or already here.…

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The Tax Management Triangle

Don’t you wish that you had a crystal ball to know that the tax rates will be 20 years from now? In 1970, the top tax marginal tax rate was at 70%. In 1980, the top marginal tax rate was still at 70%. In 1990, the top marginal tax rate hit a historical low of…

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4 Diversification Steps For Your Retirement Money

Most people are familiar with the concept of diversification as it applies to their assets — spreading money across stocks, bonds, cash, etc., so all your eggs aren’t in one basket. What many don’t know is that with retirement looming on the horizon, they need to consider several different levels of diversification to give their…

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Falling Assets

Here’s some good news: The Center for Retirement Research (CRR) at Boston College reports that between 2013 and 2016, households led by someone between age 55 and 64 in the second-highest income quintile had an increase in retirement income. These wealthy households more than doubled their combined 401(k)/IRA assets – to a median total of…

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Best Places To Live In Retirement

Many retirees believe the best place to live in retirement is right in their own home. Let’s explore some of the “best places” where that home might be located and what it might look like. It’s worth noting that the retirement experience varies widely. Some people have the money to relocate or buy a second…

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Texas Financial Advisory Ranked as a Top San Antonio Financial Advisor

Expertise.com recently reviewed over 329 financial advisors in the San Antonio area and selected the top 20 based off of a detailed selection criteria. 1. Reputation – A history of delighted customers and outstanding service 2. Credibility – Building customer confidence with licensing, accreditations, and awards. 3. Experience – Masters of their craft, based on…

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