Stay up to date on financial topics that matter


Browse our blog posts below to stay current on events we believe could impact your financial situation.

Could you retire if you won $2 million in a lottery?

By Texas Financial | November 22, 2018 | Comments Off on Could you retire if you won $2 million in a lottery?

Could you retire, comfortably, if you won a lottery prize of $2,000,000? Maybe. Let’s just agree up front that if you won the grand prize in Powerball or Mega Millions,…

What’s a Health Savings Account and how could it help during retirement?

By Texas Financial | November 15, 2018 | Comments Off on What’s a Health Savings Account and how could it help during retirement?

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…

Retiring in 2018 or early 2019? Do these things.

By Texas Financial | November 8, 2018 | Comments Off on Retiring in 2018 or early 2019? Do these things.

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…

2 big reasons you may not want to retire at 62

By Texas Financial | November 1, 2018 | Comments Off on 2 big reasons you may not want to retire at 62

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…

Long Term Care and Your Retirement

By Texas Financial | October 25, 2018 | Comments Off on Long Term Care and Your Retirement

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…

Fraud Preventions: Keeping your Identity, Bank Account and Nest Egg Safe

By Texas Financial | October 11, 2018 | Comments Off on Fraud Preventions: Keeping your Identity, Bank Account and Nest Egg Safe

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…

How to Help a Millennial with Their Retirement

By Texas Financial | October 4, 2018 | Comments Off on How to Help a Millennial with Their Retirement

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…

I’m almost at retirement age and don’t have enough money! What can I do?

By Texas Financial | September 27, 2018 | Comments Off on I’m almost at retirement age and don’t have enough money! What can I do?

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…

How can I know if I’m ready to retire?

By Texas Financial | September 20, 2018 | Comments Off on How can I know if I’m ready to retire?

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…

What is your retirement dream?

By Texas Financial | September 13, 2018 | Comments Off on What is your retirement dream?

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…

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