Terry Cox - TDC Financial

10/08/2026

WHERE you retire matters more than ever. Is your location on this list? 🏙️ This annual ranking by Fast Company compares four key factors, affordability, activities, quality of life, and healthcare, across more than 180 cities:

With retirement budgets under pressure, a new ranking compares U.S. cities on costs, healthcare, quality of life, and activities.

10/06/2026

A recent article in Psychology Today magazine lays out aspects of retirement you may not have thought about. From making plans to travel, spending time with family and friends, or exercising more, to finding ways to stay useful and relevant as well as financially sound, the subjects explored here are truly worth considering BEFORE you stop working: https://bit.ly/3UYY7sL

10/01/2026

October is Financial Planning Month, which is a great reminder to consider all of your financial matters comprehensively, as a whole. Make sure your plan includes retirement savings, a retirement income plan, savings for life milestone goals (wedding, house, kids’ college), insurance to help protect you from potential adverse life events, your budget, your investments, your legacy plan… everything related to your finances!

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09/30/2026

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to uncover potential tax-saving moves. Essential fall strategies could include maximizing your retirement and HSA contributions, planning charitable gifts, tax-loss harvesting, and evaluating Roth conversions or business expenses. And of course, RMDs (required minimum distributions) must be taken from taxable retirement accounts by December 31 for those 73 or older.

Contact us today at 480-837-4590 to review your strategy and explore potential opportunities to mitigate taxes before the busy holiday season. We are more than happy to team up with your CPA!

09/24/2026

Americans aren’t turning retirement plans into action. New research from LIMRA reveals that while many Americans approaching retirement have thought about how they will generate income, many have yet to create a formal retirement plan or seek professional guidance. Contact us today to start building a retirement strategy designed around your goals. 480-837-4590.

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

09/22/2026

Hello, autumn!🍁 Today marks the fall equinox, welcoming cooler weather and fresh opportunities. What activities do you look forward to most this time of year?

09/21/2026

Terry Cox has built a library of educational videos and previous podcast episodes covering common financial topics you may encounter throughout retirement. These resources are available to watch whenever it’s convenient for you, so start exploring our library today: https://bit.ly/4y3SabY

09/16/2026

Relying on Social Security alone may not provide the retirement lifestyle you envision. It was designed to supplement your retirement savings, not replace them, making it important to understand why having a comprehensive retirement strategy matters. Contact us today to discuss how you can build a personalized plan with the tools and strategies to help support your financial goals. 480-837-4590.

Four in every 10 American workers expect Social Security to be their main form of income when they retire, according to NFP. Yahoo Finance Senior Columnist Kerry Hannon takes a closer look at these survey results.

09/14/2026

National Assisted Living Week reminds us that planning for the future is one of the greatest gifts we can give ourselves and our loved ones. Although many people don't like to think about the possibility of needing assisted living, planning ahead can help reduce financial stress, prepare for unexpected healthcare expenses, and provide greater peace of mind for you and your family. Start the conversation today so you're ready for whatever tomorrow may bring. 480-837-4590.

09/09/2026

Football season is officially here!🏈 Are you planning to attend any games this season? Just like every winning team relies on a game plan, a successful retirement starts with a strategy. Reach out today to start building your retirement plan, and we can help you create a financial strategy that includes the travel and entertainment expenses needed to catch a few more games and cheer on your favorite team all season long. 480-837-4590.