You are not ready to retire unless your retirement plan details your dependable monthly income.Read More
Do you have enough money to last you through retirement? Savings is not enough. You need a written retirement plan covering all the bases. James Holloway Sr. and the financial professionals at Texas Financial and Retirement can help you with retirement planning in Tyler, Texas.Read More
In the past, retirees could typically count on three sources of retirement income. Now, the majority of retirement income is left to you - the retiree and your individuals savings. For this reason, you may want to consider adding annuities or investments to your retirement plan.Read More
To build a successful retirement plan, you must first accumulate a significant nest egg that continues to grow through retirement. James Holloway, Financial Planner Tyler, Texas, can help determine the full value of your nest egg and identify additional opportunities to help avoid running out of money during retirementRead More
Long Term Care strategies prepares you for the unexpected events during retirement. With the team at Texas Financial and Retirement and their retirement planning help in Tyler, Texas, you can prepare and account for those things that can affect us during retirement years such as: stroke, cancer, Alzheimer's, retirement or nursing home care.Read More
Work longer. It’s not easy to hear, but that’s probably the single thing you can do at a later age in your working years which will have the most impact on your retirement. Let’s suppose you’re 64, and you had always planned to retire at 67. If you retire at 67, perhaps your “full” SocialRead More
Do you wonder if you’re ready to retire with enough income? Many people do. They wonder if they’ll have enough income to live the life they want after retiring from their full time career. At Texas Financial and Retirement, we begin by analyzing all the income an individual or family expects to have during theirRead More
People have different ideas about what makes a great retirement. Some want to travel the world, some want to golf every day, some just want to live close to their grandchildren and spend all their days spoiling them. None of those are wrong answers — a great retirement is in the eye of the beholder.Read More
As we grow older and get closer to our expected retirement, we often look for ways to increase our savings to have better retirement income. There are several ways you may be able to do that. Employer Matching Contributions Obviously, if your employer offers a retirement savings plan like a 401(k) or 403(b), you shouldRead More
A Medicare Advantage Plan is also known as Medicare Part C. Traditional “Original Medicare” is a list of benefits provided to you by Medicare. Most people receive Part A (hospital insurance) for little or no cost and also purchase Part B (medical insurance) from Medicare. Under Part C (Medicare Advantage Plan), your Part A andRead More
One of the most popular ways to spend retirement is traveling. And one of the most popular types of destinations for today’s retired seniors is the beach. What’s the main reason Baby Boomers (whether retired already or still working on it) don’t travel more? Cost. And the number two reason? Health. If travel is onRead More
Texas Financial and Retirement
To positively change the financial and retirement lives of the families we represent forever.
To help families create and grow wealth, protect and preserve their life savings, create a comfortable retirement income, and plan for the distribution of their estate in the most tax efficient manner.