Frazier Wealth Strategies, Inc.

5151 Headquarters Drive
Suite 245
Plano, Texas 75024
972-372-0376
troy@frazierws.com

Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

 

Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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