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 Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
There are four very good reasons to start investing. Do you know what they are?
This checklist can give you a quick snapshot of how prepared you are.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What kind of auto insurance should you have? Do you know?
For some, the social impact of investing is just as important as the return, perhaps more important.
There’s a link between debt and stress.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
That big list of dreams and goals isn't the only way to look at your bucket list.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.