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Office: (830) 620-0131
Toll Free: (877) 620-0131
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Important items to consider when purchasing condo insurance.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The true cost of raising a child may be far more than you expect.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
Women must be ready to spend, on average, more years in retirement than men.