David Duston
MoneyWorks Group
Articles
Retirement Planning is About More Than Just Finances
January 24, 2025
Retirement is a paradox. For decades, it’s been painted as a well-earned reward—a time to relax ...
How Much Financial Risk May You Tolerate?
December 9, 2024
Understanding your financial risk tolerance is a critical step in building a retirement strategy that works ...
Why Annuities Are America's Fastest-Growing Retirement Product
November 21, 2024
In the realm of retirement planning, few products have seen a surge in popularity quite like ...
The ABCs of Annuities
October 24, 2024
Annuities have long been a cornerstone of retirement planning, providing a reliable and predictable income stream ...
Exploring Permanent Life Insurance
September 19, 2024
When most people think of life insurance, they primarily consider its role in providing financial support ...
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 ...
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 ...
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. ...
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 ...
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 ...
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 ...
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. ...
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 ...
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 ...
Planning Your Retirement
October 18, 2023
A Comprehensive Timeline for Financial Success Retirement may seem like a distant reality, but planning well ...
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 ...
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 ...
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 ...
Deflation Dilemmas and Annuity Answers
June 19, 2023
A Guide for Retirees Deflation, the economic condition characterized by falling prices of goods and services, ...
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 ...
David Duston
MoneyWorks Group
4324 Mapleshade Lane
Suite 157
Plano, Texas 75093
david@moneyworksgroup.com
(214) 584-6391
Sign up for our newsletter.
Safe Money insights and tips sent to your inbox twice a month.
Sign Up Now!