Let us do the worrying so you can get back to your family, your retirement, and your greater purpose in life.
Pineywoods Financial helps retirees, pre-retirees, and families in East Texas make sense of their options and build stronger financial futures. We have a special focus on retirement and help our clients create comfortable retirement lifestyles in today’s volatile markets through conservative investment strategies.
Our clients are hard-working, community-oriented individuals who are seeking the guidance of a trusted team of financial experts. We help them find personal answers to challenging questions like:
- When can I afford to retire?
- How can I avoid outliving my retirement funds?
- How can I pay for long-term health expenses as I age?
- Will I go broke paying for long-term healthcare?
- Am I paying too much in taxes?
- How can I grow my investments in turbulent markets?
Welcome to Pineywoods Financial
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Important items to consider when purchasing condo insurance.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Term insurance is the simplest form of life insurance. Here's how it works.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.