INSIGHTS
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Financial decisions rarely happen one at a time. Explore practical perspectives on retirement, investing, taxes, estate planning, and the life changes that connect them.
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Investment Management · 9 min read
Is This 1999?
The technology can change the world and the stocks can still disappoint. Three strong years have quietly moved allocations, and rebalancing requires no prediction about AI.
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All · Retirement · Investments · Taxes · Estate Planning · Risk Management · Life Transitions
Is This 1999?
The technology can change the world and the stocks can still disappoint. Three strong years have quietly moved allocations, and rebalancing requires no prediction about AI.
The Biggest Threat to Your Returns Is Usually the Person Holding the Account
Investors tend to earn less than the funds they own, and the gap opens at exactly the moments that feel most urgent to act.
Lifeway Team · 4 min read
The Financial Decisions to Settle Before You Sign
A settlement that looks even on paper can be badly uneven after tax. The time to find that out is before signing, not during the first year of living with it.
Lifeway Team · 6 min read
Your Beneficiary Form Can Override Your Will
The name on your retirement account generally controls who receives that money regardless of what your will says. It is the most common and most expensive paperwork failure we see.
Lifeway Team · 4 min read
The Years Between Your Last Paycheck and Medicare
Retiring at sixty-two means covering your own health insurance until sixty-five. It is the single most underestimated cost in early retirement, and it collides with everything else in the plan.
Lifeway Team · 5 min read
Social Security at 62, 67, or 70
One decision, made once, that reshapes household income for the rest of two lives. The break-even math is real and it is also the least interesting part of the question.
Lifeway Team · 5 min read
The Withdrawal Order That Quietly Decides Your Tax Bill
Most retirement advice stops at the balance. The harder question is which account you spend first, and the common rule of thumb leaves a lot on the table.
Lifeway Team · 6 min read
Can You Retire? The Question Behind the Question
Most people asking whether they can retire already have a number in mind. A single number cannot answer a question that depends on when you stop, how you spend, what you owe in tax, and how long you live.
Lifeway Team · 5 min read
EDUCATION CORNER
Financial education that finally makes sense.
Explore approachable guides, checklists, videos, and explanations designed to help you better understand your financial life and prepare for the conversations ahead.
Financial Planning Basics
Retirement Readiness
Understanding Your Investments
Tax Planning Essentials
Estate Planning Fundamentals
Questions to Ask Your Adviser
FREQUENTLY ASKED QUESTIONS
Questions are part of good planning.
Find straightforward answers to common questions about working with Lifeway, financial planning, investment management, fees, and what to expect when getting started.
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We are fee-only and paid directly by our clients. The initial financial plan is a flat fee based on complexity. Ongoing financial planning and investment management are billed quarterly. We sell no products and accept no commissions. Current fee ranges and billing details are described in our Form ADV Part 2A.
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No. Your plan determines where we focus first. Some clients begin with one pressing question, and the other areas come into view as the plan grows. We review all six together so nothing works against the rest.
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The work settles into a steady rhythm. We meet two to three times a year in set months, revisit your goals annually, and reach out first when something needs your attention.
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Yes. We serve as your financial adviser throughout the process, working alongside your attorney and the other professionals at your side, from settlement analysis through rebuilding the plan for your next chapter.
EVENTS
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COMMUNITY
Connected to the people and places we serve.
See how the Lifeway team supports local organizations, participates in community events, and contributes beyond the walls of the office.
Local nonprofit board service
Members of our team serve on boards and finance committees for organizations across Plano and the Dallas-Fort Worth area.
Community education nights
Free planning workshops hosted with local partners for teachers, first responders, and small business owners.
Volunteer days
The office closes a few days each year so the team can serve alongside the groups our clients care about.
NEWSLETTER
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