Category: retirement

12-month To-do list if you are retiring in 2023

12-month To-do list if you are retiring in 2023

Are you considering that 2023 might be the year you “call it a day” for good? Or have you already decided it will be the...
Why You May Need Less for Retirement than You Think

Why You May Need Less for Retirement than You Think

You’ve probably heard that you need to save enough to count on 80 percent of your pre-retirement income to cover your expenses in retirement. You...
3 Ways to Retire Early in Texas

3 Ways to Retire Early in Texas

The average retirement age for Americans is 62, although there are many who work longer, and a few who choose to hang up their aprons...
Are You Covered Correctly for a Texas Retirement? Insurance You Need and Don’t Need

Are You Covered Correctly for a Texas Retirement? Insurance You Need and Don’t Need

When you retire in Texas or any place for that matter, you’ll soon discover that some of your expenses will go down, and you may need...
Don’t let property taxes in Texas prevent your retirement in Texas!

Don’t let property taxes in Texas prevent your retirement in Texas!

Thinking of retiring in Texas? Everything’s bigger in Texas! Seriously. It’s practically the state’s motto. Big hats, big sky, big architecture, big population, big football...
A Retirement Dress Rehearsal: 4 Parts You’ll Want to Test Drive

A Retirement Dress Rehearsal: 4 Parts You’ll Want to Test Drive

You may be thinking, “A dress rehearsal? For retirement? What’s there to practice or try out?” Unfortunately, many retirees think this way, but when they...
Is it Expensive to Live in San Antonio Texas? How Long will Your Retirement Funds Last?

Is it Expensive to Live in San Antonio Texas? How Long will Your Retirement Funds Last?

If you’ve saved $1 million for retirement, you should be set, right? Not necessarily. Even to high net worth individuals, $1 million may seem like...
Long-Term Care Vs. Life Insurance: Financial Advisors in San Antonio, Texas Explain

Long-Term Care Vs. Life Insurance: Financial Advisors in San Antonio, Texas Explain

As financial advisors in San Antonio, Texas who specialize in insurance planning, we see a lot of confusion when it comes to long-term-care insurance and...
Retiring in Texas? Determine Your Retirement Personality and What It Means Financially

Retiring in Texas? Determine Your Retirement Personality and What It Means Financially

Is San Antonio, Texas a good place to retire? If so, where should I retire in Texas? These are two questions we hear a lot...
Playing Catch Up: 6 Strategies When You Get a Late Start to Retirement Planning

Playing Catch Up: 6 Strategies When You Get a Late Start to Retirement Planning

If you’re a little late (or a lot late) in your retirement planning journey, don’t panic. There are things you can do to help make...

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