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Office: (830) 620-0131
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Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Probate can be a completely public process, or it can be managed to include as little information as possible.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Have you explored all of your choices when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations? Here are three tips.
Three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.