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Office: (830) 620-0131
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Building Your Legacy
A four-step framework for building a personal legacy.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Ascertaining the value of your business is important for a variety of reasons.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
How will you weather the ups and downs of the business cycle?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
When do you need a will? The answer is easy: right now.
Learn how to harness the power of compound interest for your investments.