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Office: (830) 620-0131
Toll Free: (877) 620-0131
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
How long does a $20 bill last?
There are things about Social Security that might surprise you.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Recent changes in estate tax laws could affect the strategy you have in place.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.