The Blog

Retirement, simplified — one article at a time.

Practical guidance on retirement income, taxes, Social Security, and investing from our fee-only fiduciary team.

  • Best Places to Retire in East Texas

    Where are the best places to retire in East Texas? Read more to find out more about Longview, Tyler, Jefferson, and more.

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  • Independent Financial Advisor

    An independent financial advisor doesn't answer to a corporate office, and is not bound by sales quotas or product targets.

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  • Retirement Planning

    How to Get Help with an Inheritance

    If you are wondering how to get help with an inheritance you’ve just received, or expect to soon, here are a few key things to consider.

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  • How to avoid IRMAA for Medicare

    By planning two years in advance you may be able to figure out how to avoid IRMAA for Medicare.

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  • What is IRMAA?

    What is IRMAA? It is an income-related monthly adjustment amount that higher-income retirees may have to add to Medicare Premiums.

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  • Retirement Planning

    Simple Retirement Calculator

    This simple retirement calculator will help you quickly see if you are ready to retire. You can also easily see how adjustments impact you.

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  • Retirement Planning

    403b Calculator

    This 403b calculator helps you figure out how much you should be contributing to your 403b or how much you can withdraw from your 403b plan.

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Want a smarter way to turn your savings into retirement income - and pay less in taxes?