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 years, or just beginning to plan for the future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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 years, or just beginning to plan for the future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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 years, or just beginning to plan for the future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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 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 where it is properly registered or is excluded from registration requirements.

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 future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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 Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.

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 future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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 as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.

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 future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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 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 where it is properly registered or is excluded from registration requirements.

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 future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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 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 where it is properly registered or is excluded from registration requirements.

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 future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.

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 future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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 and only conducts business in states where it is properly registered or is excluded from registration requirements.

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 future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.