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You are here: Home / Archives for DFW Retirement

DFW Retirement

DFW Retirement PlannersApr 24

DFW Retirement Planners Celebrates 15th Anniversary

(DALLAS-FT. WORTH --- DFW Retirement Planners News)   2019 is a milestone for DFW Retirement Planners as the firm enters its 15th year of serving Read More

Aug 13

Retirement Mistake #3: Misunderstanding Medicare & Social Security

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   DFW Retirement Radio, the weekly radio program of DFW Retirement Planners, recently started Read More

Aug 05

Pension Problems? DFW Retirement Planners Can Help

(DALLAS-FT. WORTH, TX - DFW Retirement Planners News)   Underfunded pensions have been in the news recently both nationally and here in North Texas.  Read More

Britni-Levensailor-DFW-Retirement-PlannersJul 28

DFW Retirement Planners’ Britni Levensailor Announces Support for North Texas Charities

(DALLAS-FT. WORTH, TX)    DFW Retirement Planners today announced support for several North Texas area charities including Silver Stars, Cowboy Santa Read More

DFW-Retirement-PlannersJul 16

Retirement Mistake #1: “Listening to the Wrong People”

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   This Saturday join Britni Levensailor and the team from DFW Retirement Planners for DFW Read More

DFW Retirement Radio is "On The Air!"Jul 09

“11 Retirement Mistakes” Radio Series Launches

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)    "Those who cannot remember the past are condemned to repeat it."   These are the words of Read More

Jun 17

The #1 Question: “Can I Retire?”

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   Britni Levensailor, VP & Senior Planner at DFW Retirement Planners, says that after 14 Read More

DFW Retirement Planners - Dallas Fort Worth Retirement PlanningJun 09

Are You Prepared to Climb Mount Retirement?

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   World-famous mountain climber Ed Vesters writes that most casualties of mountain climbing Read More

Jun 07

DFW Retirement Radio: Taxes Are Changing for Retirees

(DALLAS-FT. WORTH, TX -- DFW Retirement Planners News)   Tax reform has resulted in a number of significant changes for tax payers starting in 2018.  Read More

DFW Retirement Planners - Dallas Fort Worth Retirement PlannerJun 04

Summer Reading: DRP’s Retirement Readiness Kit

(DALLAS-FT. WORTH - DFW Retirement Planners News)    Those "Lazy, Hazy, Crazy Days of Summer" sometimes give us a needed break to catch up with Read More

Tax Planning at DFW Retirement PlannersMay 20

Retirement’s Biggest Expense: It’s Taxes

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   Ask most people what the number one expense will be during retirement and you're likely to Read More

DFW Retirement Planners New AwningMay 14

New DRP Awning Is Up!

(DALLAS-FT. WORTH, TX - DFW Retirement Planners News)    We get excited about the little things in life at DFW Retirement Planners.   Visitors to our Read More

DFW Retirement Planners - Retirement Readiness KitMay 12

Retirement Readiness Kit: “A Great Place to Start”

According to DFW Retirement Planners VP Britni Levensailor, the Retirement Readiness Kit is a great way to learn what's important to consider when Read More

May 06

“Do It Yourself” Estate Plan Dangers

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)    "Do It Yourself" can be a good thing.   For homeowners, DIY can save money and give a Read More

Apr 29

Tax Reform Impact on Retirees

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   Tax reform is here and taxes will be changing in a big way for 2018.  This week on DFW Read More

Apr 22

Retiring Soon? Don’t Forget Your Estate Plan

  (DALLAS-FT. WORTH -- DFW Retirement Planners News)   Is retirement on your radar?   Don't forget to take a serious look at your personal will Read More

Apr 08, 2018

Retirement Planning: Slow & Steady Wins the Race

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planning News)   Many of us remember "The Tortoise and the Hare," the fable credited to the ancient Greek Read More

Mar 31, 2018

Retirement Readiness Kit: A Great Place to Start Your Plan

  (DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   When it comes to a major project, sometimes just getting started can be a Read More

Mar 26, 2018

Get a Second Opinion on Your Plan for Retirement

(DALLAS-FT. WORTH, TX -- DFW Retirement Planners News)    When it comes to a medical diagnosis many people opt to get a second opinion from another Read More

Mar 18, 2018

Today’s Stock Market: Could You Survive Another 2008-2009 Correction?

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   When you're in or near retirement, the thought of going through a market correction like Read More

Mar 06, 2018

DFW Retirement Planners: Taking Retirement Calculators to the Next Level

(DALLAS-FT. WORTH, TX – DFW Retirement Planners News) Retirement calculators make planning for retirement easy, right?  You find one on the web, plug Read More

Feb 26, 2018

DFW Retirement Radio: Alternatives to a Risky Stock Market

(DALLAS-FT. WORTH - DFW Retirement Planners News)   The recent stock market volatility has been a real gut check for people in or near retirement who Read More

DFW Retirement Planners - "One Stop" Retirement PlanningFeb 17

DFW Retirement Planners: Your “One Stop” for Retirement Planning

(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   It's taken over a decade to assemble, but Britni Levensailor says that the 'team ' is in Read More

DFW Retirement Planners Toys for TotsFeb 07

DFW Retirement Planners Charity Outreach

(DALLAS-FT. WORTH, TX -- DFW Retirement Planners News)    Through the years of serving North Texas, DFW Retirement Planners has joined with their Read More

Britni-Levensailor-DFW-Retirement-PlannersJan 29

Tax Reform Impact on North Texas Retirees

(DALLAS-FT. WORTH - DFW RETIREMENT PLANNERS NEWS)    Everyone's talking about tax reform but few really know how it's going to impact their personal Read More

Britni-Levensailor-DFW-Retirement-PlannersAug 25

Common & Costly Estate Plan Mistakes

(DALLAS-FT. WORTH, TX -- DFW Retirement Radio News)   DFW Retirement Radio with Britni Levensailor is on the air Saturday from 2-3 PM on 820 WBAP Read More

Jul 28

Living to Age 100….It Could Happen to You!

(DALLAS-FT. WORTH, TEXAS)    If you want to see proof that we're living longer, just watch The Today Show when they recognize Centenarian viewers.   Read More

Britni-Levensailor-DFW-Retirement-PlannersJun 23

DFW Retirement Planners Supporting North Texas Charities

(DALLAS-FT. WORTH, TEXAS --- DFW Retirement Planners News)    Britni Levensailor, VP & Senior Retirement Planner at DFW Retirement Planners, says Read More

Jun 09, 2017

DFW Retirement Planners Supports “Be The Difference” Dance Convention

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)    DFW Retirement Planners is proud to be supporting the BTD Dance Project, a free dance Read More

May 12

DFW Retirement Radio: The Coming Market Correction

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   DFW Retirement Radio with Britni Levensailor in on the air!   Join us Saturday from 2-3 PM Read More

Britni-Levensailor-DFW-Retirement-PlannersApr 24

DFW Retirement Planners Mark 13th Anniversary

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)    DFW Retirement Planners is celebrating 13 years of serving North Texas.   Britni Read More

Apr 01

Financial Literacy Month: DFW Retirement Radio Focuses on Teaching Money Smarts

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   April is Financial Literacy Month and on DFW Retirement Radio we're talking about ways to Read More

Mar 17, 2017

DFW Retirement Radio: When Are You Too Old to Manage Your Money?

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)    DFW Retirement Radio is on the air!   Every weekend we're talking about ways to 'retire Read More

Jan 20, 2017

DFW Retirement Radio: Meet Our Strategic Partners!

(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturdays from 2-3 PM on 820 WBAP Radio.   Listen each week as we talk about how to plan Read More

Jan 13, 2017

DFW Retirement Radio: Avoiding Estate Planning Mistakes

(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturdays from 2-3 PM on 820 WBAP Radio.   Listen each week as we talk about how to plan Read More

Dec 09, 2016

DFW Retirement Radio: Retirement Planning for Couples & Saving on Taxes

(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturdays from 2-3 PM on 820 WBAP Radio.   Listen each week as we talk about how to plan Read More

Nov 03, 2016

DFW Retirement Planners: Helping You Retire Better!

(DALLAS-FT. WORTH - DFW Retirement Planners News)    DFW Retirement Planners has been serving North Texas for over 12 years.    The firm has offices Read More

Oct 21, 2016

DFW Retirement Radio: Planning to Age 100

(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturdays from 2-3 PM on 820 WBAP Radio.   Listen each week as we talk about how to plan Read More

DFW Retirement PlannersOct 15

The Retirement Red Zone….This Week on DFW Retirement Radio

(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturday from 2-3 PM on 820 WBAP Radio.   Join Britni Levensailor, Mark Robinson, Alan Read More

DFW Retirement PlannersSep 12

DFW Retirement Radio: Medicare Open Enrollment Explained

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   Medicare Open Enrollment means consumers have lots of questions and DFW Retirement Radio is Read More

Aug 13, 2016

DFW Retirement Radio: “We Are Planners”

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   When retirement planners Britni Levensailor, Alan Maples & Mark Robinson enter the studios Read More

Jul 30, 2016

DFW Retirement Planners: How We’re Different

Our Difference DALLAS-FT. WORTH - DFW Retirement Radio News The first thing people notice as they come into the offices of DFW Retirement Planners Read More

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Fort Worth Location
6040 Camp Bowie Blvd Suite 3
Fort Worth, TX 76116
817-569-7600

Dallas Location
17300 Dallas Parkway Suite 3190
Dallas, TX 75248
888-774-4492

Recent Articles

DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

DFW Retirement Planners – Giving Back to North Texas

(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important Read More

DFW Retirement Planners

DFW Retirement Planners Celebrates 15th Anniversary

(DALLAS-FT. WORTH --- DFW Retirement Planners News)   2019 is a milestone for DFW Retirement Read More

Retirement Mistake #3: Misunderstanding Medicare & Social Security

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   DFW Retirement Radio, the weekly radio Read More

DFW Retirement Planners

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  • DFW Retirement Planners – Giving Back to North Texas
  • DFW Retirement Planners Celebrates 15th Anniversary
  • Retirement Mistake #3: Misunderstanding Medicare & Social Security
  • Pension Problems? DFW Retirement Planners Can Help
  • DFW Retirement Planners’ Britni Levensailor Announces Support for North Texas Charities

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DFW Retirement Planners

For many people, knowing ‘where to start’ is one of the biggest challenges to retirement planning.

Call Us today to discover your unique starting point - and more!

817-569-7600

888-7-PIGGY-BANK

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DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

DFW Retirement Planners – Giving Back to North Texas

(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important to the team at DFW Retirement Planners.  Senior Planner Britni Levensailor said recently, "A big part of our year is working with non-profits who are Read More

Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

Fort Worth Location: 6040 Camp Bowie Blvd Suite 3, Fort Worth TX 76116
Dallas Location: 17300 Dallas Parkway Suite 3190, Dallas TX 75248

Call 817-569-7600 or 888-7-PIGGY-BANK (888-774-4492)

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