Wealth Strategy Advisors

Wealth Strategy Advisors We are trusted financial practitioners working with entrepreneurs, professionals and retirees. Rebecca D.

Turner, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth Strategy Advisors are not affiliated.

We’re almost halfway through the year,which makes this a great time to pause and ask: - Are your goals still the same? -...
06/25/2026

We’re almost halfway through the year,
which makes this a great time to pause and ask:

- Are your goals still the same?
- Has your cash flow changed?
- Are you saving enough for what’s ahead?
- Is any one investment becoming too large of a piece of your overall picture?

A mid-year check-in doesn’t have to mean making major changes. Sometimes it simply helps you see what is working, what needs attention, and where you may need a better plan.

Your money should support your life, not create more stress in it.

If it has been a while since you reviewed your financial picture, now is a good time to start the conversation.

Tax season may be over, but your tax return can still tell you a lot.Before you file it away, take a closer look. It may...
06/22/2026

Tax season may be over, but your tax return can still tell you a lot.

Before you file it away, take a closer look. It may help you answer questions like:
- Are your retirement contributions on track?
- Is too much, or too little, being withheld from your paycheck?
- Could your savings or cash be working harder for you?
- Do you need to adjust your financial strategy before the end of the year?

A tax return is more than a once-a-year paperwork task. It can be a helpful snapshot of your income, savings habits, and opportunities to plan more intentionally.

Mid-year is a great time to review where you are and make thoughtful adjustments before next tax season rolls around.

Disclaimer: This information is not intended as tax, legal, investment, or retirement advice. Please consult with your tax, legal, or financial professional before making decisions.

06/19/2026

Happy Father’s Day from all of us at WSA.

Rebecca is sharing a few Father’s Day “facts” in this video.

Give it a watch, then tell us, what do you think the new Father’s Day gift trend should be?

Considering a new car because of gas prices? 🚗💸Before you trade in your ride, let's do some quick math.Yes, gas prices a...
06/16/2026

Considering a new car because of gas prices? 🚗💸
Before you trade in your ride, let's do some quick math.

Yes, gas prices are up ~50% since the war in Iran began. That stings. But a new car payment? That stings every single month.

Here's what to ask yourself first:
✅ Does the gas savings actually offset the higher payment?
✅ Are interest rates working for or against you right now?
✅ Is this a financial move, or a frustration move?

Sometimes the smartest upgrade isn't a new car. It's a new plan for your money.

💬 Are you thinking about switching to electric or a more fuel-efficient car because of prices? Or are you holding tight?

Drop your answer below, we're curious where everyone lands!

Gas prices dipped a little this week, but no one is calling them low. 😬Even with a small drop at the pump, fuel prices a...
06/11/2026

Gas prices dipped a little this week, but no one is calling them low. 😬

Even with a small drop at the pump, fuel prices are still high enough to put pressure on everyday budgets, and the effects can show up in more places than just your commute, from grocery costs to the broader inflation conversation.

So what could that mean for your wallet?

We break it down in our recent article. Read it here:
https://www.wealthstrategyadvisors.net/HOT-TOPIC-Pressure-at-the-Pump-Will-High-Gas-Prices-Shake-the-U-S--Economy.c10532.htm

💬 Have higher gas prices changed anything in your budget or weekly routines lately?

It is easy to fall into all-or-nothing thinking with money.All in. All out. Keep it all. Sell it all. Bet big on the thi...
06/08/2026

It is easy to fall into all-or-nothing thinking with money.

All in. All out. Keep it all. Sell it all. Bet big on the thing that feels familiar, especially when it is your company stock or an asset that has done well for you.

But balance matters.

When too much of your net worth is tied to any one holding, it can create more risk and more stress than many people realize. A more balanced portfolio, and a more balanced financial life, often starts with resisting extremes.

Because thoughtful planning is not about putting everything in one basket. It is about building a strategy that supports both opportunity and stability.

There's nothing like a good Texas debate to bring people together .🤠Whether you're a born and raised Texan or you got he...
06/05/2026

There's nothing like a good Texas debate to bring people together .🤠

Whether you're a born and raised Texan or you got here as fast as you could, you know we take these things seriously around here!

Swipe through and tell us where you stand on the big ones:

1️⃣ Fort Worth or Dallas
2️⃣ Brisket or Pulled Pork
3️⃣ Beach or Rivers

Drop your answers in the comments — we want to know! And if you and your bestie disagree on all three, tag them so we can watch the argument unfold. 😂👇

Retirement savings used to mean one thing: a pension and a plan.Over the last 50 years, that changed in a big way. Tradi...
06/03/2026

Retirement savings used to mean one thing: a pension and a plan.

Over the last 50 years, that changed in a big way. Traditional IRAs arrived in 1975, 401(k)s and Roth IRAs followed, HSAs came along in the early 2000s, and now newer options like state-sponsored plans, the upcoming Saver’s Match, and 530A accounts are reshaping the conversation again.

That gives people more opportunity, but also more responsibility when it comes to understanding their options and building a plan that fits real life.

Our latest article breaks down how retirement savings has evolved and why that matters today. Read more here: https://www.wealthstrategyadvisors.net/The-Evolution-of-Retirement-Savings.c10514.htm

Helping clients navigate life’s financial milestones is one thing. Getting to walk with them from the early career years...
05/27/2026

Helping clients navigate life’s financial milestones is one thing. Getting to walk with them from the early career years all the way to retirement is something we never take for granted.

We’re incredibly grateful for this kind review and for the trust placed in Rebecca and the WSA team over the years.

Stories like this are a reminder that thoughtful planning, patience, and long-term guidance can make a lasting difference.

A quick reminder that our office is closed today for Memorial Day.We hope you had a chance to catch our team’s holiday v...
05/25/2026

A quick reminder that our office is closed today for Memorial Day.

We hope you had a chance to catch our team’s holiday video on Friday, and we’re wishing you a safe and meaningful holiday.

Address

3265 Lackland Road
Fort Worth, TX
76116

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18177321004

Website

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