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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A letter of instruction provides additional and more personal information regarding your estate.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Six overlooked tax deductions to help manage your tax bill.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.