The Atkinson Agency
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04/05/2026
Happy Easter! He is Risen!
If you were sitting at my kitchen table, this is exactly what I’d tell you. ☕ I see people making the mistake of relying only on their work life insurance every single day because they were told it was the “easy” way. But “easy” usually gets expensive later. Friends don’t let friends rely only on work life insurance. If you want the “Best Friend” version of the truth regarding your life insurance policy, my DM is always open.
04/01/2026
Here is the retirement conversation most financial people avoid.
What happens if you live longer than your money does.
People are living longer than ever. A 65 year old today has a real statistical chance of living into their late 80s or even 90s. That is potentially 25 years of retirement to fund.
Most people have a plan for the first 10. Not many have a plan for the last 15.
Social Security helps. But it was never designed to carry the whole load.
This is exactly why guaranteed income planning exists. The idea is simple. You create a income stream you literally cannot outlive. No matter what the market does. No matter how long you live.
I have shown this to clients who have been working with financial advisors for years and never had this conversation. That says a lot.
If you are within 10 years of retirement and you do not have a guaranteed income strategy beyond Social Security, that is worth a conversation.
📍 Send me a message. This is one of my favorite things to map out with people.
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Address
10225 Wortham Boulevard
Houston, TX
77065
Opening Hours
| Monday | 8am - 8pm |
| Tuesday | 8am - 8pm |
| Wednesday | 8am - 8pm |
| Thursday | 8am - 8pm |
| Friday | 8am - 8pm |
| Saturday | 10am - 2pm |
