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Retirement

Retirement and Baby Boomers

By Texas Financial | February 25, 2019

Baby Boomers is the nickname for the generation of people born between 1943 (or 1946) and 1960 (or 1964).[1] That means this year, in 2019, the very youngest of the Baby Boomers…

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Who needs to know more about retirement finances?

By Texas Financial | February 22, 2019

How’s your “financial literacy?” Do you need to know more about finances, especially concerning your retirement years? Most people do, but there is a striking gender gap which shows a…

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Are you really ready to retire? It’s not all about the money.

By Texas Financial | February 18, 2019

When we discuss retirement, we often assume that anyone who has sufficient savings set aside is therefore ready to retire. But is that always the case? Certainly, much of the…

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

By Texas Financial | November 22, 2018

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,…

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Retiring in 2018 or early 2019? Do these things.

By Texas Financial | November 8, 2018

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…

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2 big reasons you may not want to retire at 62

By Texas Financial | November 1, 2018

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…

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Long Term Care and Your Retirement

By Texas Financial | October 25, 2018

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…

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

By Texas Financial | October 11, 2018

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…

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

By Texas Financial | September 27, 2018

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…

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

By Texas Financial | September 20, 2018

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…

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  • Plan Retirement Right: Which is better, Traditional or Roth?
  • Plan Retirement Right: What is Dollar Cost Averaging?
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  • Who needs to know more about retirement finances?

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Insurance products are offered through the insurance business Texas Financial and Retirement. Texas Financial and Retirement is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Texas Financial and Retirement are not subject to Investment Adviser requirements.

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Insurance products are offered through the insurance business Texas Financial and Retirement. Texas Financial and Retirement is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Texas Financial and Retirement are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 6799281 - 12/25

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