KWS Financial Group-Jeremiah Castaneda

02/23/2026

📚 Educators: Are You Planning to Retire in the Next 5 Years?

If you're a teacher or counselor wondering:

• How do I maximize my TRS benefits?
• What about Social Security?
• Is my 403(b) actually helping me close the income gap?
• Am I really on track to retire when I want to?

Join us for an Educator Retirement Roundtable — a small-group session designed specifically for local educators.

🗓 Feb 26 | Mar 26 | Apr 23 @ 6pm
📍 KWS Financial Group – Edinburg
🍽 Light snacks provided
👥 Limited to 10 per session

This isn’t a sales seminar. It’s a practical, strategy-focused discussion to help you understand your options and feel confident about your retirement timeline.

👉 Register here:

Educators often worry about gaps between their TRS pension and real retirement expenses. At our workshop, you’ll learn strategies to close that gap, coordinate Social Security and TRS benefits, and understand your health‑care options.

10/27/2025

👩‍🏫✨ RGV Educators — your next chapter starts here.

If you’re within 5 years of retirement, this free workshop will help you make the most of your TRS benefits and retire with confidence. 🌅

📅 November 13, 2025 @ 6 PM
🎟️ Tap the link to save your seat: www.educatorretire.com

10/14/2025

📚 Teachers & Educators: Are you within 5 years of retirement?

You’ve spent your career shaping lives — now it’s time to make sure your future is just as secure.

Join our Educator Retirement Workshop to learn how to:
✅ Maximize your TRS pension
✅ Optimize Social Security benefits
✅ Use your 403(b) and IRA to fill income gaps

💡 No jargon. No sales pitch. Just clear strategies to help you retire with confidence.

📍 Hosted at KWS Financial Group, Edinburg TX
📆 Upcoming session: October 23, 2025

👉 Register now: www.educatorretire.com

04/16/2025

Ever wonder what’s actually in your investment portfolio? 🤔
You're not alone — and we can help.

Our Portfolio Analysis Review (PAR) breaks it all down into clear, simple terms — so you can finally understand where your money is and how it's working for you.

✅ Feel confident
✅ Stay informed
✅ Know your options

🔍 Check your portfolio today — it’s free: yourportfoliocheckup.com

03/31/2025

🔹 Millions of Americans rely on Social Security as a key source of income in retirement. But is it enough? 🤔💰

If not, it may be time to review your strategy and take control of your financial future! ✅📊

🔗 Click here to learn more: www.knowyourss.com

⚠️ We are not affiliated with or endorsed by the Social Security Administration or any other government agency.

During this one-on-one session, we’ll review your Social Security options and help you make informed decisions about when and how to file. Whether you're nearing retirement or just starting to plan ahead, you'll get personalized guidance based on your unique work history, income needs, and

02/20/2025

🚨 IT’S OFFICIAL: Social Security Rules Just CHANGED! 💸

If you’re a teacher, public worker, or get a pension – you might finally get the benefits you DESERVE!

The Social Security Fairness Act is now LAW, and it could mean MORE MONEY in your retirement check.

I break it all down in my new video!
🎥 Watch now – https://youtu.be/MRH7JzumEMw?si=lrk8FWk7DBMT3hK2

01/25/2025

🎥 New Episode Alert: Things to Do Before Retirement - Step 1! 🎯

Are you ready to retire with confidence? It all starts with understanding your financial picture! In my latest YouTube episode, I’ll discuss the 6 things you need to do before retiring.

💡 These steps are the foundation of a solid retirement plan. Don’t miss these practical tips to get on track!

📺 Watch now: https://youtu.be/OOjqYp7MlrQ

💬 What’s one financial area you’re confident about as you approach retirement? Drop your thoughts in the comments!

✅ Like, share, and tag a friend who’s thinking about retirement!

Planning for retirement can feel overwhelming, but it doesn’t have to be! In this episode, we dive into the first and most important step of preparing for re...

08/26/2024

Mindful Spending:

Practice mindful spending by distinguishing between needs and wants. It's a key element in achieving financial balance.

05/26/2024

🌟 Attention Educators! 🌟

Are you planning to retire in the next 5 years? Join us for an exclusive Retirement Planning Workshop designed just for you! 📚✨

Gain insights into financial planning, healthcare options, and how to make the most of your retirement years. Don't miss this chance to prepare for a fulfilling and stress-free retirement.

🗓️ Date: June 1st, 2024
📍Location: KWS Financial Group Conference Room
3407 W Alberta Rd, Edinburg TX 78539

Secure your spot today! Register now at www.kws-seminars.com

05/23/2024

💼✨ Maximize your savings with our annual tax planning!

At KWS Financial Group, we know that a solid tax strategy is a game-changer for your financial future.

Don't miss out on this crucial part of our comprehensive financial planning service.

Are you ready to take control of your finances? Schedule a 15-minute call to learn more

https://calendly.com/jcastaneda-3/15min

📈💰

04/22/2024

A diversified portfolio is like a 🥗 well-balanced meal for your 💰 financial future – nourishing and resilient.