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
1101 WEST 40TH STREET, SUITE 300, AUSTIN, TX 78756
PHONE (512) 652-0404
750 BERING DRIVE, SUITE 100, HOUSTON, TX 77057
PHONE (713) 600-6635
1503 Rivery Blvd, Georgetown, TX 78628
Phone: (512) 869-6500
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Bonds may outperform stocks one year only to have stocks rebound the next.
Earnings season can move markets. What is it and why is it important?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.