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
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Do your insurance needs stay the same when the nest empties?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
In the face of divorce, making changes to insurance coverage may be overlooked.
When considering life insurance, it's important to understand your options.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement 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 some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.