Saving for Saturday

Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the...

Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the...

Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the...

Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the...

Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the...

Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the...

Learn more at Staton Financial Group Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden year...

Learn more at Staton Financial Group Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden year...

Learn more at Staton Financial Group Contact Scott today - Staton Financial Group Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more.  Whether you're approaching retirement, already enjoying your golden year...

Most people think of April 15th as Tax Day, but strategic retirement planning means thinking about taxes year-round. One of the most powerful tools in your retirement tax planning toolkit is something called a Roth conversion - essentially moving money from your traditional IRA or 401(k) into a Roth IRA. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory So...

Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investme...

When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way - focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business...

When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings. Learn more at Staton Financial Grou...

Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume? Learn more at Staton Financial Group Advisory services are...

Any financial plan you made before July might need an update. Today, we’ll share what you need to know about the sweeping changes to tax policy under the One Big Beautiful Bill Act signed into law on July 4 and why it might be time to take another look at your financial plan and your accounts. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LL...

 It’s easy to make assumptions about what goes into a legacy plan, but Scott will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.   Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC a...

We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement. Learn more at Staton Financial Group Advisory services are offered throu...

Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume? Learn more at Staton Financial Group Advisory services are...

It’s not what you make , it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some people tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’ Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fu...

We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement. Learn more at Staton Financial Group Advisory services are offered throu...

If you have money in a tax deferred retirement account like a 401k or an IRA, you may want to be aware of new retirement planning rules. The Secure Act and Secure Act 2.0 could have an even bigger impact on people who have saved $250,000 or more. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors....

Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: "How much of that money will I actually get to keep after taxes?" If you have a million dollars in your retirement account, Uncle Sam could be entitled to a significant amount of that—depending on your tax situation. Learn more at Staton Financial Gro...

We all know we need to file our taxes every year, even though it can be overwhelming and complicated. But here’s a more proactive approach pre-retirees should take. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts bu...

Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investme...

It’s not what you make , it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this?  Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states wh...