Our Blog
by Darryl W. Lyons
8 Sep 2020
4 Ways to Retire: Which is Right for You?
Can I retire? There are 3 parts to this question if you want to live the dream retirement you had hoped for. Do I have...
by Darryl W. Lyons
1 Sep 2020
6 Ways Retirement Can Surprise You
Even if you’ve contributed to your retirement accounts consistently for years, you know how much you’ll receive in Social Security benefits and you have a...
by Darryl W. Lyons
17 Aug 2020
4 Common DIY Financial Mistakes: When Should You Talk to a Financial Advisor?
There’s more to retirement and financial planning than a lot of people realize. There’s Social Security questions – when can I take my benefits? When...
by Darryl W. Lyons
10 Aug 2020
5 Key Aspects of Retirement You Should Have Dialed in By Your 40s
If you’re just getting started in your career, and therefore, just dipping your toes into the financial planning world, you’ll likely find a lot of...
by Darryl W. Lyons
3 Aug 2020
What is a Trust? And Other Common Estate Planning Questions
When do you need a financial planner? Ask yourself these 3 questions: Will I outlive my money in retirement? Am I doing everything I can...
by Darryl W. Lyons
21 Jul 2020
Why a Long-Term Relationship with Your Advisor Can Help You Build Wealth
The advent of new technology has introduced a whole new world of tools to the everyday investor. However, today’s newfound investing power may also be...
by Darryl W. Lyons
13 Jul 2020
A Retirement Checkup for Employers: 3 Perks to Consider as People Return to Work
Business owners don’t only have to think about their retirement, but they should also consider the retirements of their employees. Choosing the right benefits depends...
by Darryl W. Lyons
6 Jul 2020
Why You Probably Need an Updated Investment Risk Tolerance Test
We’ve all heard it, we’ve probably said it and at some point since the Coronavirus pandemic began to change our everyday lives, most of us...
by Darryl W. Lyons
15 Jun 2020
How Much Do You Really Need? 3 Steps to Find Out
Among the myriad of lessons we have learned during the Coronavirus pandemic, perhaps the toughest and most important realizations are how much we really need,...
by Darryl W. Lyons
8 Jun 2020
The Coronavirus Shows Why an Emergency Fund is Crucial
Nearly half of Americans were living paycheck-to-paycheck before COVID-19. This statement is staggering – and one of the top financial advisor concerns. What will happen...
by Darryl W. Lyons
1 Jun 2020
3 Ways to Stretch Your Budget
The Coronavirus pandemic has hit the United States with a devastating one-two punch. While posing an extremely serious healthcare risk, since the emergence of the...
by Darryl W. Lyons
25 May 2020
3 Coronavirus Scams That Can Derail Your San Antonio Retirement
Not even a pandemic can keep scammers from scamming. Unfortunately, we live in a time where if there is money changing hands, there will be...