Retirement Planning

Veterans Administration Benefit Planning

VA claim specialist Brian Byars joins us this week on our Life Planning 101 podcast to share some important information regarding VA program aid. Please contact our office if you have any questions or would like a copy of the VA Claim Checklist. 254-629-3863.

Retirement - Are We All on the Same Page?

Everyone wants to get rid of the complexity and stress in their life so that they can have the freedom to focus on the things in life that are most important to them. The recipe for “Living Retirement on Purpose” is no different. It begins with communication between you and your spouse. Talk about your future and goals. What direction do you want to be headed?

When Do I Take Social Security?

Don’t take Social Security on a whim or an assumption. Make sure you know your facts for the sake of your pocketbook, your tax return and your family.

Real Financial Planning

Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.

Is it Possible to Never Pay Taxes Again?

There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

Attention Business Owners

3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Protecting Your Assets from Medicaid

Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.

The Secret to Financial Success

Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?

How Do You Look At Your Money?

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

Working with Wisdom

Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Will Your Retirement Plan Blow Up?

It is more important than ever to be proactive to stress test your retirement plan. Don’t accept a cookie cutter solution to your unique situation. There are so many creative planning tools out there. Work with someone who has an open architecture which utilizes these tools to address what is important to you before it is too late.

Social Security and Medicare - Are They Promises the Government Can Keep?

Retirement costs are going up and your retirement income is going down. If you haven’t started planning for it, don’t waste a minute more. Time is the best investment tool you have and you can’t get it back once you lost it.