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....
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Morris & Pursley Financial Plans
- Jul 14
- 5 min
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.
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Morris & Pursley Financial Plans
- Jun 5
- 5 min
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...
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Morris & Pursley Financial Plans
- Mar 10
- 3 min
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...
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Morris & Pursley Financial Plans
- Feb 23
- 3 min
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,...
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Morris & Pursley Financial Plans
- Jan 11
- 3 min
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...
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Morris & Pursley Financial Plans
- Nov 22, 2022
- 3 min
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...
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Morris & Pursley Financial Plans
- Oct 10, 2022
- 2 min
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...
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Morris & Pursley Financial Plans
- Sep 7, 2022
- 3 min
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.
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Morris & Pursley Financial Plans
- Jun 9, 2022
- 2 min
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...
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Morris & Pursley Financial Plans
- May 6, 2022
- 3 min
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...
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Morris & Pursley Financial Plans
- Apr 19, 2022
- 3 min
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...
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Morris & Pursley Financial Plans
- Mar 16, 2022
- 1 min
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...
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