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Tax-efficient retirement planning is one of the most important parts of your financial strategy. We've got five simple ways to keep more of your income, year after year.

Teachers in Texas should understand Social Security changes to ensure they get every dollar they've earned in retirement.

New policies could significantly impact retirement planning for retirees in Central Texas.

Debunk myths about market investments and discover how lifetime income solutions can secure your retirement.

If you're retired or nearing retirement, the uncertainty of an election year can raise financial questions. We can help you prepare.

As February comes to a close, it's the perfect time to discuss the importance of financial planning for couples in their retirement...

Retirement isn’t just about having enough savings; it's about crafting a lifestyle that aligns with your dreams and aspirations.

As you approach retirement or enjoy this phase of life in the heart of Central Texas, ensuring financial security becomes paramount....

Understanding longevity credits can benefit your retirement plan. They contribute to annuity payouts by pooling the risk of annuity holders.

Retirement planning has undergone a significant shift in recent years. While previous generations primarily focused on the monthly income...

Are you approaching retirement and wondering how to make the most of your income? It's natural to have concerns about how much of your...

As we enter retirement, it's essential to plan for the unexpected. We can never predict the future, and many risks come with retirement,...

Retirement can be an exciting time, but it can also be stressful if you are not prepared for the financial challenges you may face. One...

As we come to the end of the year, it's a good time to think about the choices that led us to where we are now. When reflecting on the...

Did you know that Medicare plans can change yearly—costs, coverage, and which providers and pharmacies are in-network? Reviewing your...

Understanding your current financial situation and retirement goals is essential to determining which income withdrawal strategy you need.

Timing is everything when it comes to claiming your Social Security benefits. Social Security is the foundation of most retirement income...

As your 65th birthday approaches, you have some decisions to make. You will likely be flooded with mail and phone calls regarding your...

April is National Social Security Month. For more than 85 years, Social Security has evolved to suit the changing needs of its...

Retirement income planning seems complicated, but the Morris & Pursley Financial Plans team can make it easier. We focus on realistic...