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Texas Financial & Retirement

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Plan Retirement Right: Stock Market Volatility

By Texas Financial | February 23, 2019

Plan Retirement Right: Stock Market Volatility

Over the past few months, we’ve seen a large increase in the volatility of the stock markets. In a basic sense, volatility for an investment refers to the expected range of values it might be worth over a given period of time.[1] A large range of possible values represents high volatility, and a small set of valuesRead More

Filed Under: Uncategorized Tagged With: 401k, annuities, expenses, finances, financial advisor, financial planner, fraud prevention, holloway financial, holloway financial planning, income, james holloway, life planning, retire, retirement planning, savings, security, texas financial & retirement, texas financial and retirement

Who needs to know more about retirement finances?

By Texas Financial | February 22, 2019

Who needs to know more about retirement finances?

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 greater need for women, especially, to have a better understanding of retirement finances. In 2017, a survey[1] was conducted to measure the “financial literacy” of AmericansRead More

Filed Under: Retirement Tagged With: financial advisor, financial planner, gender, health savings, holloway financial, holloway financial planning, james holloway, life planning, retirement planning, texas financial & retirement, texas financial and retirement, women

Plan Retirement Right: What’s a bond ladder, and how can it help when you retire?

By Texas Financial | February 21, 2019

Plan Retirement Right: What’s a bond ladder, and how can it help when you retire?

One of the common concerns people have regarding their retirement is a fear of running out of money. We all want our retirement income to last as long as we do, and many of us also want to be able to leave something beyond that to our heirs. Those are legitimate concerns. We may haveRead More

Filed Under: Investment Planning Tagged With: 401k, annuities, financial adviser, financial advisor, financial planner, holloway financial, holloway financial planning, income, james holloway, life planning, retire, retirement planning, savings, texas financial & retirement, texas financial and retirement

Should you visit with a Financial Advisor or Planner?

By Texas Financial | July 23, 2018

Should you visit with a Financial Advisor or Planner?

Smart people know that sometimes they need to seek out expert opinions – because none of us is an expert in everything. As the person in charge of your finances, you should be willing to consult a financial advisor when necessary. We serve a diverse group of clients at Texas Financial and Retirement and haveRead More

Filed Under: Asset Accumulation and Growth, Financial Planning, Income Planning, Investment Planning, Retirement, Social Security Tagged With: finances, financial adviser, financial advisor, financial planner, holloway financial, holloway financial planning, james holloway, life planning, social security planning, texas financial & retirement, texas financial and retirement

How long will you live in your retirement years?

By Texas Financial | July 22, 2018

How long will you live in your retirement years?

According to The Center for Retirement Research at Boston College, a person who retired at age 65 in 1970 could expect to live another 13 years during their retirement. They likely had a pension to add to their Social Security to cover expenses during those retirement years. Someone who retires in 2020, at the sameRead More

Filed Under: Financial Planning, Retirement, Social Security Tagged With: financial adviser, financial advisor, holloway financial, holloway financial planning, james holloway, life planning, retire, social security planning, texas financial & retirement, texas financial and retirement

When should I start receiving my Social Security benefits?

By Texas Financial | July 21, 2018

When should I start receiving my Social Security benefits?

The amount you can expect to receive from Social Security varies quite a bit. As we at Texas Financial & Retirement like to point out, Social Security should only account for about ⅓ of your income during retirement (the other ⅔ coming from retirement plans and personal savings). For many people, it will actually beRead More

Filed Under: Financial Planning, Income Planning, Retirement, Social Security Tagged With: financial adviser, financial advisor, financial planner, holloway financial, holloway financial planning, income, james holloway, life planning, retire, social security planning, texas financial & retirement, texas financial and retirement

What Happens To My 401(k) Or 403(b) When My Employer Changes?

By Texas Financial | June 18, 2018

What Happens To My 401(k) Or 403(b) When My Employer Changes?

When you leave an employer, or your employer is bought or merges with another company – or goes out of business, you typically need to decide what to do with your old 401(k) or 403(b) retirement account. That’s not terribly uncommon. Recently, right here in East Texas, we have seen major changes within the medicalRead More

Filed Under: Financial Planning, Income Planning, Investment Planning, Retirement Tagged With: finances, financial adviser, financial advisor, financial planner, holloway financial, holloway financial planning, income, james holloway, life planning, retire, rollover, savings, texas financial & retirement, texas financial and retirement

How To Choose A Financial Advisor

By Texas Financial | June 15, 2018

How To Choose A Financial Advisor

Effective financial planning is a lifetime effort. Financial advisors work with families to get a grasp on their finances and manage them across all phases of earning and into retirement. When you look to recruit a financial advisor, it’s important to select a professional capable of guiding you across the many milestones in life andRead More

Filed Under: Financial Planning, Retirement Tagged With: finances, financial adviser, financial advisor, financial planner, holloway financial, holloway financial planning, income, james holloway, life planning, retire, savings, texas financial & retirement, texas financial and retirement

Are you overdue for a Financial Stress Test?

By Texas Financial | May 29, 2018

Are you overdue for a Financial Stress Test?

Speaking of a physical stress test, the Mayo Clinic says “A stress test, also called an exercise stress test, shows how your heart works during physical activity. Because exercise makes your heart pump harder and faster, an exercise stress test can reveal problems with blood flow within your heart.” We may not always be pleasedRead More

Filed Under: Financial Planning, Income Planning, Retirement Tagged With: 401k, finances, financial adviser, financial advisor, financial planner, holloway financial, holloway financial planning, james holloway, retire, savings, texas financial & retirement, texas financial and retirement

How soon do I need to start saving for retirement?

By Texas Financial | April 30, 2018

How soon do I need to start saving for retirement?

Retirement today is very different than it was half a century ago. In the past, many received pensions from their lifelong employers after they retired. Combining that pension with Social Security and the confidence that their largest purchase (a house) would certainly be worth more every year helped create a stable retirement. Now, pensions areRead More

Filed Under: Asset Accumulation and Growth, Financial Planning, Income Planning, Investment Planning, Retirement Tagged With: 401k, finances, financial adviser, financial advisor, financial planner, holloway financial, holloway financial planning, life planning, retire, retirement planning, savings, texas financial & retirement, texas financial and retirement

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Recent Posts

  • Plan Retirement Right: Stock Market Volatility
  • Who needs to know more about retirement finances?
  • Plan Retirement Right: What’s a bond ladder, and how can it help when you retire?
  • Plan Retirement Right: Social Security and Income Taxes
  • When should you review, and maybe alter, your retirement plan?

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