About Will Goodson

Will focuses most of his time on the Financial Synergies Pathway program, but he also supports the advisory team by creating 401(k) allocations, designing financial plans, and determining the best strategies for clients when taking Social Security. Will is a University of Texas graduate and CERTIFIED FINANCIAL PLANNER™ professional. Read Will's Profile HereRead More Articles by Will

Medicare Open Enrollment – Coming Soon!

We are quickly approaching the annual Open Enrollment period for Medicare. Open Enrollment begins October 15th and ends December 7th. It is an important time to review both your current Medicare Part B supplement plan (i.e. “Medigap”) and Part D prescription drug coverage. Read More

Social Security Part 4: Taxation of Benefits

Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members. Read More

Social Security Part 1: The Basics

Social Security is an important part of the retirement plans we create for our clients. It is one of the only guaranteed sources of income available to most retirees. Read More

Medicare Enrollment Guidance

We spend a lot of time building and reviewing retirement plans with our clients. The exercise often focuses on financial assets vs. liabilities, retirement timeline, the proper investment allocation, and much more. Read More

Recovering from Hurricane Harvey

Last week’s devastation from Hurricane Harvey is still being felt up and down the Texas Gulf Coast. Southeast Texas has experienced historic flooding that has destroyed homes, displaced families, and disrupted businesses across the area. Read More

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