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Blog

Chad Taylor | Sep 1, 2026

Permission to Spend in Retirement: A Skill Rarely Taught

Retirement
Lifestyle
Finance
Savings
Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.

Nobody teaches that part

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MDT Financial Advisors | Aug 24, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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MDT Financial Advisors | Aug 10, 2026

What to Do With Your Next Dollar: A Financial Order of Operations

Finance
Savings
Investments
Retirement
Risk Management

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what

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MDT Financial Advisors | Aug 5, 2026

Trump Accounts: What Parents and Grandparents Should Know

Education
Savings
Family
Tax Planning
Finance
Investments

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a

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Icons side-by-side: parchment with feather quill, hand holding a person icon, and secure vault over a red watercolor background
MDT Financial Advisors | May 27, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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forest trees transitioning through the seasons
MDT Financial Advisors | Mar 31, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.
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multiple lines branching from a singular point
MDT Financial Advisors | Mar 31, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management
You know how life tends to throw in a few plot twists?
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MDT Financial Advisors | Mar 31, 2026

Common Retirement Regrets—And Proactive Moves to Consider

Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning
Many people don’t regret being retired. They regret how they got there.
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Let’s bring clarity to your financial life. 

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Contact

(281) 938-1111 
chad.taylor@mdtfa.com

Address

455 E Medical Center Blvd Suite 115 
Houston TX 77598

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