David Duston

MoneyWorks Group

Articles

Finding a Haven: Choosing and Evaluating a Nursing Home

February 7, 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 6, 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 12, 2023

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

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The Annuity Purchasing Process

November 9, 2023

Annuities are often misunderstood and can be complex, but the purchasing process doesn't have to be. ...

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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 6, 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 20, 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 23, 2023

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

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10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...

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A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

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A Gold Watch And Lifetime Income

March 7, 2019

Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...

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A La Carte Planning Don't Be A Victim

March 26, 2023

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

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A New Idea That Has Been With Us For Over 200 Years

August 14, 2019

“Only money left over after paying taxes can be spent. For the average person in the ...

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A New Year, A New You

January 10, 2024

Embracing Positivity With Smarter Finances As the confetti settles and the calendar flips to "2024," a ...

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A Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

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A Simple And Successful Approach For Your Nest Egg

September 25, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

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A Time To Give Thanks

November 3, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

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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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