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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Term insurance is the simplest form of life insurance. Here's how it works.
Even if you’re young and single, you should still consider protecting yourself.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Understanding how capital gains are taxed may help you refine your investment strategies.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The market is as unpredictable as the weather. We’d love to help you prepare.