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You are here: Home / Archives for DFW Retirement Planners

DFW Retirement Planners

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

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

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 - 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 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 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

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-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

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

Apr 01, 2017

DFW Retirement Radio: Teaching Financial Literacy

(DALLAS-FT. WORTH - DFW Retirement Radio News)   DFW Retirement Planners is celebrating Financial Literacy Month with a series of special broadcasts 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

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

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 22, 2016

DFW Retirement Planners Receives Consumer Team Award

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)    DFW Retirement Planners has been awarded the 2016 CISQUA Award from The Consumer Team, a 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 13, 2016

DFW Retirement Radio: Defining “Found Money” & Retirement for Business Owners

(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 09, 2016

DFW Retirement Radio: Top 10 Estate Plan Mistakes

(DALLAS-FT. WORTH, TX - DFW Retirement Radio News)  According to estate planning attorney Alan Maples, estate planning mistakes can be very costly. 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 30, 2016

DFW Retirement Radio: Listening to You is Important

(DALLAS-FT. WORTH, TEXAS)   When retirement planners Britni Levensailor, Alan Maples and Mark Robinson participate in a "Retirement Plan Check-Up" Read More

Apr 29, 2016

DFW Retirement Radio: Prince’s Costly Estate Plan Mistake

(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

Apr 20, 2016

DFW Retirement Radio: Saving on Medicare & Prescription Costs

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News) Managing medical costs during the retirement years can be very challenging.  DFW Retirement Read More

DFW Retirement PlannersApr 05

DFW Retirement Radio: We’re Living Longer! Are You Ready?

(DALLAS-FT. WORTH, TX - DFW Retirement Radio News)   As the saying goes, we have good news and bad news. The good news is we're living longer.  The Read More

Apr 01

DFW Retirement Radio: Top 10 Estate Plan Mistakes

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

DFW Retirement Planners, Get More from Social SecurityMar 29

Social Security: The New Strategy

(DALLAS-FT. WORTH, TX)    Congress made changes to Social Security benefits at the end of 2015.  Gone, for the most part, is the ‘file & suspend’ Read More

Mar 28, 2016

Helping Business Owners Plan for Retirement

(DALLAS-FT. WORTH, TX)     Retirement planner Britni Levensailor says she loves helping business owners plan for retirement.   Levensailor, VP at DFW Read More

Mar 27, 2016

DFW Retirement Planners: Why Women Need to Plan Differently

(DALLAS-FT. WORTH, TX) When it comes to retirement planning for women, DFW Retirement Radio regularly features discussions and information regarding 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

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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 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

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

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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

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