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You are here: Home / Archives for Dallas Retirement Planner

Dallas Retirement Planner

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

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

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

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

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

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

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

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 26, 2017

Memorial Day: A Time to Remember

From all of us at DFW Retirement Planners, our best wishes for a happy and safe Memorial Day weekend.   We must never forget those who sacrificed 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

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

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

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

Jun 13

DFW Retirement Radio: Medicare Advantage Explained

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   DFW Retirement Radio is airing a series of instructional broadcasts on Medicare and its role Read More

Jun 10

DFW Retirement Radio: Managing Retirement’s Headwinds

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   DFW Retirement Radio is on the air!   Your hosts are the team from DFW Retirement Planners Read More

May 31, 2016

DFW Retirement Radio: Tax Savings During Retirement

(DALLAS-FT. WORTH, TEXAS  -  DFW Retirement Radio News)   Many people are surprised to hear that their biggest expense during retirement is not Read More

May 17, 2016

DFW Retirement Planners Training Day

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   The staff of DFW Retirement Planners recently met for a training event at the company's Read More

May 03, 2016

DFW Retirement Radio: Making Medicare Work

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   The word is out!  Mark Robinson is now a very popular man.  Why?  He understands Medicare.   Read More

May 02, 2016

DFW Retirement Radio: Teaching Kids Money Smarts

(DALLAS-FT. WORTH - DFW Retirement Radio News)   DFW Retirement Planners has been celebrating Financial Literacy Month for the 5th consecutive year Read More

Apr 15, 2016

DFW Retirement Radio: Alternatives to Stock Market Stress

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   DFW Retirement Radio is on the air!   Your hosts are the team from 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 - Dallas Fort Worth Retirement Planning Workshops
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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