Retirement Planning

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....

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.

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...

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,...

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...

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...

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.

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...