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Election Anxiety & Retirement: How to Stay Focused on Your Financial Goals
10/26/2026

Election Anxiety & Retirement: How to Stay Focused on Your Financial Goals

As midterm elections approach, political headlines and debates about the economy, taxes, and government policy can create uncertainty for investors. For individuals preparing for retirement or already living on retirement income, that uncertainty may raise an important question: Could the election a...

How Roth Conversions Can Reduce Future RMDs
10/19/2026

How Roth Conversions Can Reduce Future RMDs

Planning for retirement involves more than determining how much money you need to save. It also means considering how and when you will pay taxes on your retirement savings. One strategy that may help retirees manage future taxes is a Roth conversion.Roth conversions can reduce future required minim...

How Charitable Giving Can Reduce Your Tax Bill
10/05/2026

How Charitable Giving Can Reduce Your Tax Bill

For many retirees and individuals approaching retirement, charitable giving is about more than supporting causes they care about. With thoughtful planning, charitable contributions may also provide valuable tax benefits. The right strategy can potentially reduce taxable income, make retirement distr...

The Fed Raised Interest Rates Again: What Does It Mean For Retirees?
09/28/2026

The Fed Raised Interest Rates Again: What Does It Mean For Retirees?

Interest rates are back in the headlines. On September 16, 2026, the Federal Reserve raised its target range for the federal funds rate by 0.25 percentage point, bringing it to 3.75%–4.00%. The Fed cited continued economic growth and elevated inflation as factors behind the decision.For individual...

Most people don’t have trouble setting goals. However, keeping them, especially financial goals, is another story.Wealth...
09/09/2026

Most people don’t have trouble setting goals. However, keeping them, especially financial goals, is another story.

Wealth adviser Ken Calhoun joined WFAA-TV to explain why and share ways to improve our financial habits so we can start reaching our short- and long-term goals.

An expert joins WFAA to offer tips to stay on top of your finances.

Understanding the Tax Impact of Required Minimum Distributions (RMDs)
09/08/2026

Understanding the Tax Impact of Required Minimum Distributions (RMDs)

For many retirees, reaching the age when Required Minimum Distributions (RMDs) begin marks an important transition in retirement planning. After years of saving in tax-deferred retirement accounts, the IRS generally requires you to begin taking withdrawals once you reach a certain age. While RMDs ca...

08/31/2026

How to Leave a Tax-Efficient Legacy to Your Heirs

The Market Is Near Record Highs: What Should Investors Do Now?
08/17/2026

The Market Is Near Record Highs: What Should Investors Do Now?

When the stock market reaches or approaches record highs, it is natural for investors to wonder whether they should keep investing, make changes to their portfolios, or simply wait for a pullback. Those questions can become even more important for people who are approaching retirement or already rel...

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280 Miron Drive
Southlake, TX
76092

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