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2019 Five Star Award

We are pleased to announce that Brooklynn Chandler Willy has won the 2019 Five Star Wealth Manager award! ​​Five Star Professional has recognized in the pages of Texas Monthly an outstanding group of Austin, San Antonio and Central Texas region wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes…

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What If I Live Until 100?

Living to the ripe old age of 100 isn’t as farfetched as it used to be. And as the likelihood of living that long increases, so, too, does the risk of outliving your money. It’s called longevity risk, and it’s not something to mess with as retirement approaches. This show details some of the steps…

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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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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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Retirement: The New Status Symbol

A lack of savings among many U.S. households could mean a change in the perception of retirement. It used to be a foregone conclusion that once you were too old to work, you retired. That’s not always the case anymore. More than a third of U.S. households in prime earning years or later have no…

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