☎ (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
  • Annuity.com Estate Planning Resources Feel Good About Your Money Decisions How Money Works How Money Works Blog Reliable Reads Retirement Planning Resources
    Social Security Planning Resources Take The Challenge Tax Resources The Money Works Show The Retirement Course The Safe Money Book
  • The Money Works Show Seminars & Workshops The Gina Film
  • Agent Login Join Money Works Group Money Works CRM
    Money Works Match Retirement Advisor Pro RSSA® Certification
  • 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
    • Annuity.com
    • Estate Planning Resources
    • Feel Good About Your Money Decisions
    • How Money Works
    • How Money Works Blog
    • Reliable Reads
    • Retirement Planning Resources
    • Social Security Planning Resources
    • Take The Challenge
    • Tax Resources
    • The Money Works Show
    • The Retirement Course
    • The Safe Money Book
    • The Money Works Show
    • Seminars & Workshops
    • The Gina Film
    • Agent Login
    • Join Money Works Group
    • Money Works CRM
    • Money Works Match
    • Retirement Advisor Pro
    • RSSA® Certification
    • IRA Blog
    • Medicare Blog
    • Weekly Market Commentary
    • Weekly Newsletter
    • How Money Works Blog
  • Contact Us
The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

by Kenny | Jun 17, 2026 | Weekly Newsletter

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet one of the biggest mistakes retirees and pre-retirees make isn’t failing to create a financial...
Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

by Kenny | Jun 11, 2026 | Weekly Newsletter

As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but often overlook one of the most important areas of their lives: their finances. Just as an annual physical helps identify potential health concerns before...
Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

by Kenny | Jun 4, 2026 | Weekly Newsletter

For many Americans, retirement planning begins with one simple question: “How much money do I need to retire?” While building savings is important, a more critical question is often overlooked: “How will I create a reliable income throughout...
7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

by Kenny | May 28, 2026 | Weekly Newsletter

Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during their working years that can create major challenges later in life. The good news is that most...
Retirement Planning in 2026: Building Confidence for the Years Ahead

Retirement Planning in 2026: Building Confidence for the Years Ahead

by Kenny | May 21, 2026 | Weekly Newsletter

Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting the lifestyle they’ve worked hard to build, and gaining peace of mind for the future. With rising healthcare costs, market...
Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection

Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection

by Kenny | May 13, 2026 | Weekly Newsletter

In today’s unpredictable financial environment, many retirees and pre-retirees are searching for ways to protect their savings while still maintaining the opportunity for growth. One financial tool that continues to gain attention is the Fixed Indexed Annuity, often...
« Older Entries
Next Entries »

Recent Posts

  • Health Savings Accounts and IRA Rollovers: Today’s Slott Report Mailbag
  • You’ve Built a Financial Future. Have You Protected It?
  • The Same-Property Rollover Rule Gets No Respect
  • Medicare Changes for 2027: 7 Things You Need to Review Before Keeping Your Current Plan
  • 5 Things to Know About HSAs at Age 65
  • Weekly Market Commentary
  • Can My Terminally-Ill Client Qualify For a Penalty-Free IRA Withdrawal?: Today’s Slott Report Mailbag
  • The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?
  • Top 10 RMD Mistakes
  • Weekly Market Commentary

Categories

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

MoneyWorks Group 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
✓ Verified Credential

Professional Knowledge You Can Verify

View our verified professional credential and learn more about the knowledge, education, and commitment behind MoneyWorks Group.

© MoneyWorks Group™. All rights reserved.
Privacy Policy Accessibility Statement Terms of Use
Powered by Custom Website For You
Your Privacy Choices

Money Works Group uses necessary cookies to operate this website. With your permission, we also use optional technologies for analytics, marketing, and embedded content. Choose Accept, Decline, or Preferences. You can change your choice at any time using Cookie Preferences. Cookie consent does not subscribe you to marketing emails.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
Preferences
  • {title}
  • {title}
  • {title}