Understanding Today's Financial Environment
Welcome, we're IBG Financial Advisors, a Texas based financial organization. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, financial goals and objectives.
Our professionals have years of experience in financial services. We look forward to working with you through all stages of your life.
6751 Virginia Pkwy, McKinney, TX 75071
Phone: (469) 301-2867
1503 Rivery Blvd, Georgetown, TX 78628
Phone: (512) 869-6500
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Life insurance proceeds are generally tax-free. But not in all cases.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
For homeowners who think their property taxes are too high, there are ways to appeal.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you explored all your options when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.