1619 East Common Street
Suite 501
New Braunfels, TX 78130

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Gunderson Financial Services

(830) 620-0131

 
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Thank you for visiting Gunderson Financial Services. This site was developed to provide you with the tools you need to plan your financial future. We are always adding new and useful features, so we suggest you bookmark us as one of your favorites, and come back often. We hope this site is helpful to you.

Let us be of service to you. Please feel free to e-mail us or call our office. We will respond as quickly as possible.

Office: (830) 620-0131
Toll Free: (877) 620-0131
E-mail:greg@ggunderson.com

 

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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