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
You might want to include a Health Savings Account (HSA) as part of your retirement plan. An HSA is designed to allow you to make tax exempt contributions to pay for your own health expenses – for now and also for the future. As long as the funds are used to pay for qualified medicalRead More
If you’re expecting to retire in the next six months or so, there are some things you might want to think about first. Create a budget for retirement Some expenses will increase and others will likely decrease as you move into your retirement years. Have you put together a good budget to incorporate those changesRead More
Half of all Americans would like to retire at 60, but the most popular age to retire and begin receiving Social Security for American workers is 62. However, that may not be the best idea for many people, even if it seems like it is possible. There are many reasons why this might be theRead More
We’d all like to have a perfectly functioning mind and body for as long as we live, but that’s not realistic for most of us. The reality is that we should include planning for Long Term Care when we are preparing for our retirement. Americans are living longer than ever, and these bodies aren’t builtRead More
Between the Facebook data breach discovered at the end of September that affected 50 million users or the Click2Go security breach with payments made to the City of Tyler Water Utilities discovered at the end of August, it seems Fraud Prevention is a hot topic we cannot escape. Older Americans are estimated to average aRead More
Each generation faces its own challenges when it comes to saving and providing for retirement. If you’re a Baby Boomer, and at or near your retirement years, you likely had never heard of a 401(k) when you began your career, since they didn’t even exist before 1980, and were not offered by many employers untilRead 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.