Investment Blog - Travis Financial Services

Questions to Ask If Navigating a Solo Retirement

Pursing not only a confident retirement, but one that is vibrant and fulfilling.

Full Questions to Ask If Navigating a Solo Retirement Article >

Raising Savers

Teaching Your Kids How to Avoid Learning Financial Responsibility the Hard Way

Full Raising Savers Article >

Social Security Isn't Enough

How Social Security Fits into a Well-Rounded Retirement Plan

Full Social Security Isn't Enough Article >

Worried About Life After Work?

Get More Out of Your Social Security Benefits With These Tips

Full Worried About Life After Work? Article >

Navigating Credit Wisely as a HENRY: Strategies for Financial Success

As a high earner not rich yet (HENRY), you find yourself in a good place – where strategic decisions may pave the way for lasting wealth.

Full Navigating Credit Wisely as a HENRY: Strategies for Financial Success Article >

Pearls of Wisdom: Wealth Preservation for High-Net-Worth Women

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too.

Full Pearls of Wisdom: Wealth Preservation for High-Net-Worth Women Article >

Why Women are More Savvy Investors than Men

Learn a few of the reasons women are considered more savvy investors than men.

Full Why Women are More Savvy Investors than Men Article >

Why Your Credit Score Matters in Retirement

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement.

Full Why Your Credit Score Matters in Retirement Article >

Full-Time Work and Side Hustles

Full-time workers seek to increase their income through a side hustle

Full Full-Time Work and Side Hustles Article >

Health Is the New Wealth

HNW Individuals, LTC Insurance and Healthcare

Full Health Is the New Wealth Article >

How to Plan for a Healthy Retirement

Prepare for a healthy retirement that will allow you to enjoy the results of all your hard work throughout the years.

Full How to Plan for a Healthy Retirement Article >

Retirement Plan Limits for 2024

Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2024.

Full Retirement Plan Limits for 2024 Article >

2024 Contribution Limits: What’s New

Life today is expensive, and contributing to a retirement plan is more beneficial than ever.

Full 2024 Contribution Limits: What’s New Article >

IRS Announces New 2024 Income Tax Brackets

Your financial professional can help leverage these changes to impact your tax liabilities.

Full IRS Announces New 2024 Income Tax Brackets Article >

Planning to Bridge the Retirement Savings Gap

New IRS limits aim to encourage adequate planning and boost participation.

Full Planning to Bridge the Retirement Savings Gap Article >

Social Security Benefits Set to Increase in 2024

Proper financial planning includes forecasting future Social Security benefits.

Full Social Security Benefits Set to Increase in 2024 Article >

Investment Scams: 7 Common Red Flags

Some investment opportunities are actually scams designed to steal investors' money.

Full Investment Scams: 7 Common Red Flags Article >

4 Thanksgiving Lessons for a Feast-Worthy Financial Plan

Here are four Thanksgiving lessons that might help your household's financial plan year-round.

Full 4 Thanksgiving Lessons for a Feast-Worthy Financial Plan Article >

10 Tips for Building Wealth Throughout Your Military Career

Here are 10 tips for managing finances and potentially growing wealth throughout your military career.

Full 10 Tips for Building Wealth Throughout Your Military Career Article >

Investing Options for Veterans and Military Members

Veterans and military members have access to various investment options, some of which are not offered to the general population.

Full Investing Options for Veterans and Military Members Article >

Year-end Tax Planning for High-Net-Worth Individuals

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning.

Full Year-end Tax Planning for High-Net-Worth Individuals Article >

Regain Confidence and Restore Your Retirement

Sectors hit include air travel, insurance, oil production and entertainment.

Full Regain Confidence and Restore Your Retirement Article >

How a Financial Professional Can Help

Apply Stephen Covey’s “7 Habits of Highly Effective People” to Your Investment Strategy

Full How a Financial Professional Can Help Article >

Tips for Your Year-End Financial Planning Review

Make your annual review more efficient and productive to improve next year.

Full Tips for Your Year-End Financial Planning Review Article >

Closing a Retirement Income Gap

As you grow closer to retirement, you may discover that your income won't be enough to meet your needs.

Full Closing a Retirement Income Gap Article >

Smart Financial Moves in Your 40's and 50's

This article outlines simple steps to take in your 40's and 50's to advance your retirement planning.

Full Smart Financial Moves in Your 40's and 50's Article >

Brush Up on Your IRA Facts

If you own an IRA, be sure you are familiar with all the latest rules governing them, including contribution limits, tax deductibility rules, and distribution guidelines.

Full Brush Up on Your IRA Facts Article >

2019 Retirement Trends to Watch

In-plan spending strategies becoming more important

Full 2019 Retirement Trends to Watch Article >

Why women need to save more than men

Because of longer life expectancies, women need to have significantly more in retirement savings than men.

Full Why women need to save more than men Article >

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. brokercheck.finra.org

The financial consultants at Travis Financial Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.

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