David Duston
MoneyWorks Group
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The Health Care Surprise Nobody Wants
April 1, 2025
Here’s a quiz to test your knowledge of planning for healthcare expenses
Healthcare Is The Biggest Social Issue Of The 21st Century
April 1, 2025
Please pay attention: The most significant problem facing retirees is not the insurance cost but the ...
The Costs and Benefits of Long-Term Care Insurance
April 1, 2025
Planning for long-term care is an essential part of financial preparation for retirement. As life expectancy ...
Social Security in 2025: A Quick Test Worth Taking
March 15, 2025
As we step into 2025, numerous updates regarding Social Security will affect retirees and those nearing retirement.
5 Types of Social Security Benefits: Payments and Eligibility
March 15, 2025
The Social Security Administration paid about $1.5 trillion in benefits in 2024, but not all of ...
What to Expect from the 2025 Social Security COLA
March 15, 2025
As we move toward 2025, many retirees are keeping a close eye on their Social Security ...
Proactive Legacy Planning
March 2, 2025
After Mark’s father passed away unexpectedly, the family quickly realized how unprepared they were.
Mastering Retirement and Estate Planning for Financial Security
March 1, 2025
Two critical phases stand out in the financial planning journey: retirement and estate planning. Each addresses ...
Why Every Estate Plan Should Start with a Will
March 1, 2025
Estate planning is a thoughtful way to ensure that your wishes are carried out and your ...
Deferred Annuities As A Retirement Planning Tool
February 15, 2025
Many individuals diligently contribute to retirement plans but often wonder if they will have enough to ...
10 ways a Deferred Income Annuity made retirement better for Sarah and James.
February 15, 2025
A Deferred Income Annuity (DIA) can be a valuable component of helping you worry less about living longer.
Exploring Annuity Laddering
February 1, 2025
Securing a reliable and consistent income stream as retirement nears becomes a top priority. While various ...
Multi-Year Guaranteed Annuities (MYGAs) Explained
February 1, 2025
Do you want to secure your future without being kept up at night worrying about market ...
QLAC Annuities Are a Smart Retirement Income Strategy
February 1, 2025
As you approach retirement, one of your biggest concerns may be outliving your savings. After all, ...
Immediate vs. Deferred Annuities
February 1, 2025
There are a multitude of reasons to buy an annuity, not the least of which is ...
What Do Different Kinds of Annuities Offer?
February 1, 2025
Annuities are financial contracts provided by insurance institutions that can guarantee steady income in retirement. This ...
Maximizing Growth and Managing Taxes with Annuities
February 1, 2025
Tax deferral is one of the key advantages of annuities, offering a way to grow your ...
Five Tips For Cybersecurity Consciousness
January 15, 2025
Five Cost-Free Cybersecurity Tips to Safeguard Your Retirement Americans' top worries about crime today revolve around ...
Turn the Tables on Scammers with This Reporting Toolkit
January 15, 2025
Understanding the Scam or Fraud 1. Identifying the Scam: Firstly, determine the nature of the scam ...
Retirement and Savings Rule Updates You Need to Know for 2025
January 1, 2025
With each new year comes a wave of updates to financial rules and limits, and 2025 ...
Key 401(k) Changes to Maximize Your Retirement Savings in 2025
January 1, 2025
Investing in a 401(k) remains one of the most effective ways to build wealth for retirement. ...
Retirement and Savings Rule Updates You Need to Know for 2025
December 15, 2024
With each new year comes a wave of updates to financial rules and limits, and 2025 ...
The Value of Lifetime Income for Annuity Holders
December 15, 2024
As retirement becomes increasingly complex, more individuals seek reliable income options that provide peace of mind. ...
Embracing Aspirations and Creating Positive Money Habits in 2025
December 1, 2024
We've all heard the familiar refrain: "Set financial goals for the new year!" Instead of fixating ...
David Duston
MoneyWorks Group
4324 Mapleshade Lane
Suite 157
Plano, Texas 75093
david@moneyworksgroup.com
(214) 584-6391
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