Saving for Saturday

In the world of investments, two approaches often dominate the conversation: active and passive investing. It's like choosing between a sports car that requires skilled handling or an SUV designed for a smoother, more predictable ride. While money has been flowing increasingly toward passive approaches in recent years, the question remains—which strategy is right for your retirement journey? Learn...

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 it’s important to save for retirement. But how do we preserve what we’ve saved? This is a big deal to most of us, with more than 90 percent of consumers believing it’s important to protect their retirement assets.  Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registe...

A good financial advisor helps you reach your retirement goals. A poor advisor, however, can hold you back. You might say the wrong financial advice is actually worse than going it alone on your retirement. 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...

People already find retirement planning overwhelming—and just when they feel like they’ve finally got everything in place and their plan is on track, their financial advisor steps in and says it’s time to rebalance. Suddenly, they’re again faced with having to make decisions they were uncomfortable making in the first place. Learn more at Staton Financial Group Advisory services are offered throug...

Medicare looks and feels confusing to us all. And it’s no wonder when you think about all the terms you’ve heard about it. Supplements. MediGap. Part B. Plan D. And on and on. Medicare is a maze that we all have to figure out how to navigate at some point. How will YOU handle Medicare decisions?   Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions...

A healthcare emergency, catastrophic illness, or accident can knock you off your feet physically – and financially. How can we keep an illness or accident from financially ruining us? 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...

Could we be headed toward a recession? Some economists say that we have a 40% chance of an economic downturn. Today, Scott Staton of Staton Financial Group is here to share simple steps that could help preserve your money if the market takes a dive. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Adviso...

There’s no way to truly be prepared for the death of a spouse or partner. But consider creating a strategy for how the income will continue if something happens to one of you. 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...

It’s easy to make assumptions about what goes into a legacy plan, but Scott Staton 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...

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...

.Millions of Americans’ retirement money is in something like an IRA or 401k. As a whole, U.S. retirement assets are more than $32 trillion and over half of it – over $19 trillion – is in IRAs and defined contribution plans. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registere...

The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bound to follow all of them. 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 c...

We want to get to YOUR questions in this part of the show, so we’ll get some insights from Scott Staton on your retirement concerns. Plus, we’re going to keep scott on his toes with our lightning round of “Think Fast” questions. Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is regis...

Too many people seem to approach financial planning through rose-colored glasses. They are planning for the best-case scenario and hoping the worst doesn’t happen. But the truth is, there are several big risks to your money that could “sink your ship” in retirement: catastrophic illness or a medical emergency … the death of a spouse … or the costs of living a long and healthy life.       Learn mor...

As you look forward to retirement, do you envision enjoying your free time, spending days with family and friends, traveling, pursuing hobbies, or doing charitable work? Or do you feel overwhelmed with worry about finances? While it's important for everyone to take charge of their financial future, women often face unique challenges that men may not. Learn more at Staton Financial Group Advisory s...

A good financial advisor helps you reach your retirement goals. A poor advisor, however, can hold you back. You might say the wrong financial advice is actually worse than going it alone on your retirement. 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...

It’s a tale as old as time. Governments have debt, and leaders who have different ideas about how to address it. Nothing new there. But you might be surprised to learn just how fast our nation’s debt grew right from the start of the Revolutionary War. Not only do we have a history lesson for you today, but Scott Staton will also cover what you should be ready for in the future in terms of governme...

We all know it’s important to save for retirement. But how do we preserve what we’ve saved? This is a big deal to most of us, with more than 90 percent of consumers believing it’s important to protect their retirement assets.  Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registe...

Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement. 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 w...

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 a good idea to expect the unexpected when it comes to retirement because there are a lot of different factors that could upend your plans. Today we’ll outline the big categories of risk to your retirement and walk you through how to prepare.   Learn more at Staton Financial Group Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisor...

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 whe...

Creating a Lasting Legacy by Scott Staton 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...

401k and IRA Decisions by Scott Staton 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 ye...