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
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Gaining a better understanding of municipal bonds makes more sense than ever.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Healthy habits are one of the greatest gifts to give your child.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?