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Office: (830) 620-0131
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To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The true cost of raising a child may be far more than you expect.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
It's important to understand the pros and cons when considering a prepaid debit card.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
It's easy to let investments accumulate like the junk in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Smart investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.