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
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The true cost of raising a child may be far more than you expect.
Even if you’re young and single, you should still consider protecting yourself.
There’s a link between debt and stress.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.