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Tax-Efficient Retirement Planning: Keep More of Your Money
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.

Morris & Pursley Financial Plans
Apr 133 min read
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Big Changes for Teachers' Retirement: What the Repeal of the Windfall Elimination Provision Means for Your Social Security Benefits
Teachers in Texas should understand Social Security changes to ensure they get every dollar they've earned in retirement.

Morris & Pursley Financial Plans
Feb 134 min read
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What Trump's Proposed Policies Could Mean for Your Retirement Income in Central Texas
New policies could significantly impact retirement planning for retirees in Central Texas.

Morris & Pursley Financial Plans
Dec 16, 20243 min read
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Debunking Retirement Income Planning Myths: Lifetime Income vs. Market Investments
Debunk myths about market investments and discover how lifetime income solutions can secure your retirement.

Morris & Pursley Financial Plans
Oct 30, 20244 min read
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Retirement Income During an Election Year: What You Need to Know
If you're retired or nearing retirement, the uncertainty of an election year can raise financial questions. We can help you prepare.

Morris & Pursley Financial Plans
Sep 16, 20243 min read
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Love Your Retirement: Partnering for Financial Bliss in Central Texas
As February comes to a close, it's the perfect time to discuss the importance of financial planning for couples in their retirement...

Morris & Pursley Financial Plans
Feb 14, 20243 min read
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Retire Happy: Unlocking the Secrets to a Fulfilling Retirement
Retirement isn’t just about having enough savings; it's about crafting a lifestyle that aligns with your dreams and aspirations.

Morris & Pursley Financial Plans
Jan 10, 20242 min read
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Retirement Success: The Key Role of Annuities for Guaranteed Lifetime Income and Risk Management
As you approach retirement or enjoy this phase of life in the heart of Central Texas, ensuring financial security becomes paramount....

Morris & Pursley Financial Plans
Aug 22, 20233 min read
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Longevity Credits: Enhancing Lifetime Income with Annuities
Understanding longevity credits can benefit your retirement plan. They contribute to annuity payouts by pooling the risk of annuity holders.

Morris & Pursley Financial Plans
Jul 14, 20235 min read
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Retirement: Shifting Focus from Assets to Income
Retirement planning has undergone a significant shift in recent years. While previous generations primarily focused on the monthly income...

Morris & Pursley Financial Plans
Jun 5, 20235 min read
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Maximizing Your Retirement Income: A Tax-Efficiency Approach for Central Texans
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...

Morris & Pursley Financial Plans
Mar 10, 20233 min read
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Protecting Your Retirement: Long-Term Care Insurance and Retirement Planning
As we enter retirement, it's essential to plan for the unexpected. We can never predict the future, and many risks come with retirement,...

Morris & Pursley Financial Plans
Feb 23, 20233 min read
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Preparing for Retirement During Inflation
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...

Morris & Pursley Financial Plans
Jan 11, 20233 min read
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A Guide for Central Texan's Retirement Income Planning
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...

Morris & Pursley Financial Plans
Nov 22, 20223 min read
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Is There A Better Medicare Plan For You?
Did you know that Medicare plans can change yearly—costs, coverage, and which providers and pharmacies are in-network? Reviewing your...

Morris & Pursley Financial Plans
Oct 11, 20222 min read
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5 Retirement Income Planning Questions You Should Ask Your Financial Advisor
Understanding your current financial situation and retirement goals is essential to determining which income withdrawal strategy you need.

Morris & Pursley Financial Plans
Sep 7, 20223 min read
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Make the Most of Your Social Security Benefits
Timing is everything when it comes to claiming your Social Security benefits. Social Security is the foundation of most retirement income...

Morris & Pursley Financial Plans
Jun 9, 20222 min read
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Medicare Decisions for Retirees in Central Texas
As your 65th birthday approaches, you have some decisions to make. You will likely be flooded with mail and phone calls regarding your...

Morris & Pursley Financial Plans
May 6, 20223 min read
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When Should You Start Planning for Social Security?
April is National Social Security Month. For more than 85 years, Social Security has evolved to suit the changing needs of its...

Morris & Pursley Financial Plans
Apr 19, 20223 min read
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A Retiree's Guide to Income Planning
Retirement income planning seems complicated, but the Morris & Pursley Financial Plans team can make it easier. We focus on realistic...

Morris & Pursley Financial Plans
Mar 16, 20221 min read
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