Crest Retirement Planning

"We specialize in retirement income planning and portfolio management."

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Crest Retirement Planning
Women often face unique challenges and circumstances throughout their lives. That's why we've launched a new education center that looks at different financial topics from a woman's perspective. Money management; navigating the business world; the financial implications of marriage and raising a family; as well as retirement, estate, and investment planning -- these are just some of the topics that we'll explore.


©2014 Broadridge Investor Solutions, Inc.
FAQ
Am I liable for my spouse's debt? ANSWER
I'm marrying someone with bad credit . How will this affect me? ANSWER
Should I be investing more aggressively? ANSWER
I'm about to get married. Should I adjust my 401(k) asset allocation to take my husbands investments into account? ANSWER
After my child is born, doesn't the law say I'm entitled to three months of leave? ANSWER
My spouse and I are filing separate returns. Can we both itemize our deductions? If so how do we split the deductions? ANSWER
My husband is about to receive his pension. We've heard of "Pension Maximization" what is it? ANSWER
My husband and I are divorcing after 30 years of marriage. Will i still be able to receive Social Security Retirement benefits based on his earnings record after our divorce? ANSWER
My husband and I are divorcing, whose health insurance policy will cover the children? ANSWER
I'm getting remarried. How will this affect my Social Security Benefits? ANSWER
Should I sign prenuptial agreement to protect my assets when I remarry? ANSWER
How can I find out whether my deceased husband owned any life insurance? ANSWER
My husband just died. Do I have access to his accounts? ANSWER
My spouse passed away this year. When I file taxes, what filing status should I claim? ANSWER
For more information click here
Basic Information for Women:
How women are different from men, financially speaking. 
Women and money: Taking control of your finances. 
The traits of a good investor and how women can make the most of them. 
Women and work: Why salary, benefits, and work-life balance count. 
Women: Planning for the financial impact of children. 
Adjusting to life financially after a divorce 
Why women need life insurance. 
Asset protection for women: Beyond insurance  
Women and retirement planning 
Four things women need to know about Social Security 
Women: moving forward financially after the loss of a spouse. 
A retirement income roadmap for women 
Counting on your husbands retirement income? Three things women should know. 
The retirement income gender gap - dealing with a short fall 
Additional Resources
Additional Information resources for women.
Life expectancy by gender at birth, age 65, and age 75.
Educational degrees earned by gender.
Women in the workplace.
Comparison of weekly wages of women and men working full-time, age 16 and older.
Living status of persons age 65 and older.
Social Security retirement income age 65 and older.
Population age 65 and older in skilled nursing facilities.
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Contact Us

Crest Retirement Planning
1600 Airport Freeway Suite 302
Bedford Texas 76021
817.685.0228
800-380-2247
[email protected]m

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Products and Services

Social Security Planning
Retirement Income Planning
Risk Management
Wealth Management
401K Rollovers
Portfolio Design and Management
Estate Planning
Life Insurance
Annuities

Disclosure

.
Crest Retirement Planning is an independent firm with securities offered through Callaway Financial Services, Inc., a Registered Broker /Dealer ​ member FINRA/SIPC.
 Advisory services are offered through MDX Wealth Management, a Registered Investment Adviser. 

Tim Hobbs is currently registered and licensed to solicit, offer and sell securities products and investment advisory services in Texas.

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