(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News) World-famous mountain climber Ed Vesters writes that most casualties of mountain climbing Read More
Dallas-Fort Worth Baby Boomer Retirement Planning
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
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
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
Baby Boomer Retirement Essentials Class, Starts Feb 3, 2016
Essential Retirement Solutions in a Few Class Hours · DFW Retirement Planners comprehensive personal finance course designed for those in the early Read More
Ready to Retire? 7 Things You Need to Do Now
| You’ve worked hard over many years and finally your retirement finish line is 3-to-6 months away. But don’t start exhaling just yet – there’s still Read More
4 Biggest Myths Behind Debt Consolidation
| You've probably heard the term "debt consolidation." Maybe you heard a commercial on TV or saw something or the Internet or heard the term in casual Read More
Annuity Sales Strategies
| Joe Elsasser has a problem that plenty of advisors wish they had themselves: His retirement planning practice in Omaha, Neb., is growing so fast, Read More
Rethinking the 60/40 Investing Rule
| The 60/40 investing rule is one of those long-held canons of personal finance. The rule says you should have 60% of your portfolio in stocks and Read More
Spring Clean Your Finances
| Spring is in the air. There s something about those first warm breezes and early glimpses of green that inspire many of us to start clearing out Read More
Where Boomers Should be Putting their Money Now
| Over the last 40 years most baby boomers have worked hard, saved and invested for their retirement. But then in 2008 the financial crisis hit and Read More
Five Financial Lessons from 2012
| You made it through 2012 – the good, the bad, the ugly. Exhale, reflect. What financial lessons did 2012 offer about retirement and saving? Plenty. Read More