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Office: (830) 620-0131
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Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Marriage changes everything, including your insurance needs.
Try these activities to keep your brain sharp.
If you find it hard to attain personal life goals, there’s an app for that!
A change in your mindset during retirement may drive changes to your portfolio.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?