Terry Cox - TDC Financial

06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us 480-837-4590!

05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review at 480-837-4590. Let’s keep thriving together!🏃‍♂️

05/26/2026

We offer complimentary informational whitepapers on our website to help you stay informed when making important financial decisions.

One topic we explore is the ongoing debate around the 4% retirement withdrawal rule and how sequence of returns risk can affect your retirement.

Download our resources anytime and get the insights you may need to plan with more confidence: https://bit.ly/3PaDd7d

05/25/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is available to walk through each step of your financial journey and help you better understand your options. Having a clear understanding of how your plan is structured can provide greater clarity as you work toward your goals. Contact us today at 480-837-4590!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

05/25/2026

Today is Memorial Day! Remembering all who have made the ultimate sacrifice.

05/20/2026

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:

• Home maintenance & repairs

• Travel & rising transportation costs

• Taxes (including RMD surprises)

• Health & wellness expenses

• Graduations, weddings & gifts

• Pet care costs

These “spring surprises” can add up quickly, so knowing what to expect can help you prepare. Let’s review your strategy and make the necessary changes you see fit. 480-837-4590.

Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 unexpected expenses retirees must plan for in 2026.

05/18/2026

Social Security won’t be reduced, benefits are tax-free, claiming early gets you more money, your ex can’t claim on your work record, and participation is voluntary… these are some of the biggest myths many Americans still believe. Misunderstanding these rules can have a major impact on your retirement income, so let’s make sure your plan is built on facts. Contact us today to review your plan and see what’s the right fit for you. 480-837-4590.

Ignorance can be costly.

05/13/2026

Are you on track for retirement? Many people haven’t checked their progress recently, but understanding your goals, estimating your future income needs, and using tools like retirement calculators can help you see where you stand. If you’re unsure, contact us today to walk through your strategy and explore how it aligns with your retirement goals. 480-837-4590.

A NerdWallet survey finds that few Americans have checked in on their retirement savings progress.

05/10/2026

Happy Mother’s Day to all the amazing moms, stepmoms, grandmothers, and mother figures!

05/06/2026

May is Family Wellness Month, and taking care of your family goes beyond just physical health. Good financial wellness can play an important role in reducing stress and helping you build the future you want for your loved ones.

Take time this month to check in on your financial plan and make sure you’re still on the right track. Contact us for help at 480-837-4590!