☎ (972) 327-3737 ✉ info@moneyworksgroup.com
Money Works Group
  • Home
  • Meet David Meet The Team
    Our Approach Our Purpose
  • Banking Banking Services
    Retirement Planning Annuities Asset Protection Wealth Management
    Estate Planning Estate Planning Estate Planning Resources Beneficiary Liquidity Wills & Trusts
    Taxes Tax Planning Tax Preparation Existing Tax Clients New Tax Clients Tax Resources
    Social Security Social Security Planning Social Security Planning Resources
    Medicare & Insurance Medicare General / Personal Lines Long Term Care Health Sharing
  • Retirement Planning Resources
  • The Money Works Show The Safe Money Book Retirement Planning Resources Estate Planning Resources Tax Resources Social Security Planning Resources
    The Retirement Course Feel Good About Your Money Decisions Retire Village How Money Works How Money Works Blog Take The Challenge
  • The Money Works Show Seminars & Workshops
  • Agent Login Money Works CRM Money Works Match
  • IRA Blog Medicare Blog Weekly Market Commentary
    Weekly Newsletter How Money Works Blog
  • Contact Us
  • Home
    • Meet David
    • Meet The Team
    • Our Approach
    • Our Purpose
    • Banking
    • Banking Services
    • Retirement Planning
    • Annuities
    • Asset Protection
    • Wealth Management
    • Estate Planning
    • Estate Planning
    • Estate Planning Resources
    • Beneficiary Liquidity
    • Wills & Trusts
    • Taxes
    • Tax Planning
    • Tax Preparation
    • Existing Tax Clients
    • New Tax Clients
    • Tax Resources
    • Social Security
    • Social Security Planning
    • Social Security Planning Resources
    • Medicare & Insurance
    • Medicare
    • General / Personal Lines
    • Long Term Care
    • Health Sharing
  • Retirement Planning Resources
    • The Money Works Show
    • The Safe Money Book
    • Retirement Planning Resources
    • Estate Planning Resources
    • Tax Resources
    • Social Security Planning Resources
    • The Retirement Course
    • Feel Good About Your Money Decisions
    • Retire Village
    • How Money Works
    • How Money Works Blog
    • Take The Challenge
    • The Money Works Show
    • Seminars & Workshops
    • Agent Login
    • Money Works CRM
    • Money Works Match
    • IRA Blog
    • Medicare Blog
    • Weekly Market Commentary
    • Weekly Newsletter
    • How Money Works Blog
  • Contact Us
Your Retirement Plan May Look Complete—But Is It Truly Connected?

Your Retirement Plan May Look Complete—But Is It Truly Connected?

by Kenny | Aug 20, 2026 | Weekly Newsletter

Most people do not build their retirement strategy all at once. They accumulate different financial products and accounts throughout their lives. A 401(k) may come from a former employer. An IRA may be held somewhere else. Life insurance might have been purchased...
The Human Advantage: Why Financial Advice Matters More in the Age of AI

The Human Advantage: Why Financial Advice Matters More in the Age of AI

by Kenny | Aug 13, 2026 | Weekly Newsletter

Artificial intelligence is changing nearly every industry, and financial services are no exception. Today, consumers have access to sophisticated calculators, retirement projections, investment research, budgeting applications, and AI-powered tools that can provide...
Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk

Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk

by Kenny | Aug 6, 2026 | Weekly Newsletter

As retirement approaches, one question becomes increasingly important: How do you continue growing your retirement savings while protecting what you’ve worked so hard to build? For many Americans, market volatility has made that decision more challenging than...
Life Insurance in 2026: It’s More Than a Death Benefit

Life Insurance in 2026: It’s More Than a Death Benefit

by Kenny | Jul 29, 2026 | Weekly Newsletter

When many people hear the words “life insurance,” they immediately think about protecting loved ones after they’re gone. While that remains one of its most important purposes, today’s life insurance solutions can offer much more. In 2026, life...
How a Fixed Indexed Annuity Can Work for You in 2026

How a Fixed Indexed Annuity Can Work for You in 2026

by Kenny | Jul 23, 2026 | Weekly Newsletter

As Americans continue preparing for retirement in an uncertain economic environment, many are looking for ways to protect their savings while still having the opportunity for growth. With inflation, market volatility, and changing interest rate expectations continuing...
The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan

The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan

by Kenny | Jul 15, 2026 | Weekly Newsletter

When people think about retirement, they often focus on one thing: the stock market. They worry about the next downturn, the next recession, or the next headline predicting financial uncertainty. While market volatility is certainly something to consider, it may not...
« Older Entries

Recent Posts

  • Inherited Roth IRAs and Contributions: today’s Slott Report Mailbag
  • Your Retirement Plan May Look Complete—But Is It Truly Connected?
  • Roth Distribution Rules: IRAs vs. Plans
  • IRS Issues Guidance on Trump Account Employer Contributions
  • Medicare Preventive Benefits: Are You Taking Advantage of What Medicare Covers?
  • Weekly Market Commentary
  • The Human Advantage: Why Financial Advice Matters More in the Age of AI
  • The Five-Year Holding Period for Roth IRA Conversions: Today’s Slott Report Mailbag
  • The Look-Through Rules for Trusts
  • Medicare Preventive Care: The Benefits You’ve Already Paid For—Are You Using Them?

Categories

  • IRA Blog
  • Medicare
  • Medicare Blog
  • Uncategorized
  • Weekly Market Commentary
  • Weekly Newsletter

Footer

Subscribe to our newsletters

We share our newsletter every two weeks.

  • Opt in to receive our amazing knowledge and wisdom!
  • Opt in to receive financial golden nuggets.
Subscribe Now Contact Us

Get in touch

Call us
(972) 327-3737
Email
info@moneyworksgroup.com
Location
4324 Mapleshade Lane,
Suite 155
Plano, TX 75093
Follow
© MoneyWorks Group™. All rights reserved.
Privacy Policy Accessibility Statement Terms of Use
Powered by Custom Website For You

Subscribe to our newsletter

Quick form — we’ll send the good stuff every two weeks.

Missing Gravity Form source:
Add a Divi Text Module with CSS ID mwg-gf-form-source containing:

Weekly Newsletter

Name(Required)
Consent