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.

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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.

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.  

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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.

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?

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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.

.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.

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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.

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.

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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

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.

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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

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.      

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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

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.

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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

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.

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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

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 government spending, and how it can impact 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 advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.