David Duston

MoneyWorks Group

Articles

The ABCs of Annuities

October 24, 2024

Annuities have long been a cornerstone of retirement planning, providing a reliable and predictable income stream ...

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Exploring Permanent Life Insurance

September 19, 2024

When most people think of life insurance, they primarily consider its role in providing financial support ...

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Roth IRA Conversion and Life Insurance Strategies for Long-Term Care

August 14, 2024

As you approach retirement, your focus likely shifts from accumulation to preservation and protection. For many ...

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Keeping Your Estate Out of Probate

July 24, 2024

Estate planning plays a crucial role in financial management, especially for individuals who want to ensure ...

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Finding the Right Life Insurance Coverage for Your Family's Future

June 11, 2024

Life insurance plays a crucial role in comprehensive financial planning, ensuring your family's peace of mind and economic stability. ...

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Integrating Work into Your Golden Years

May 2, 2024

Retirement is no longer just about hanging up your work boots and spending days in unending ...

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The Rise of Fixed Index Annuities

April 9, 2024

In an era where market volatility is often the only constant, investors are increasingly seeking solutions ...

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Building a Resilient Retirement Income Strategy With Annuities

March 28, 2024

Retirement planning is a critical aspect of financial wellness, yet much of the focus tends to ...

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Finding a Haven: Choosing and Evaluating a Nursing Home

February 6, 2024

Navigating the emotional labyrinth of choosing a nursing home for a loved one can feel overwhelming. ...

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Gifting Your IRA to Your Kids?

January 5, 2024

Closing an IRA (Individual Retirement Account) and giving the money to your children can have significant ...

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The Shifting Tides of Social Security

December 11, 2023

The Shifting Tides and Individual Choices for a Secure Future The discussion about Social Security's future ...

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Planning Your Retirement

October 18, 2023

A Comprehensive Timeline for Financial Success Retirement may seem like a distant reality, but planning well ...

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You Or Your Funds: Who Will Cross the Finished Line First?

October 5, 2023

The fear of outliving one’s money typically generates the most amount of anxiety among pre-retirees and ...

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Keep Stock Market Risk In Perspective

September 25, 2023

Stunt Performers and Aging Investors: The Paradox of Risk In cinema, finding stunt people over 55 ...

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Choosing a Stress-Free Retirement

August 19, 2023

The Power of Fixed Annuities and Expert Advice It's a question many ponder as they approach ...

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Deflation Dilemmas and Annuity Answers

June 19, 2023

A Guide for Retirees Deflation, the economic condition characterized by falling prices of goods and services, ...

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Risk on Paper Is Different From Reality

April 9, 2023

Risk is Exposure to Loss Retirement planning is a crucial aspect of personal finance, and it ...

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How Should You Tackle The Debt That Threatens Your Best-Laid Retirement Plans?

February 22, 2023

In a perfect world, people entering retirement would have a house they own free and clear, ...

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 Choosing a Financial Advisor

April 25, 2023

The Importance of Finding Someone Experienced with Annuities An annuity is a contract between an individual ...

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10 Reasons To Consider Annuities For Your Retirement Foundation

July 11, 2023

Need a reason to add an annuity to your retirement portfolio? Here are 10. Annuities aren’t ...

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David Duston picture

David Duston

MoneyWorks Group

4324 Mapleshade Lane

Suite 161

Plano, Texas 75093

david@moneyworksgroup.com

(214) 584-6391

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DISCLAIMER: The content presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death benefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.

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