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James R. Holloway, owner of Texas Financial and Retirement is known throughout the East Texas area as providing PEACE of MIND with:

 
  • Protecting & Preserving Life Savings
  • Development or Updating of Financial/Retirement Planer
  • Alternatives to Stock Market RISK
  • Solutions to the dreaded “OUTLIVING of INCOME”
  • Solutions for reducing or eliminating TAXES
  • Solutions for the Protection of Savings From Nursing Home & Medicaid Spend-Down
  • Plan the Distribution Of Life Savings In the MOST Tax Advantageous Way-Now & At Death
  • Keep Retirees Informed/Educated Concerning Financial & Retirement Solutions
  • Annuity, Long Term Care, Medicare Supplement & Life Insurance
  • Senior Financial Workshops throughout the year
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

More Newsletters →