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Office: (830) 620-0131
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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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Understanding how a stock works is key to understanding your investments.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate the potential capital gains taxes due on your transactions.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: right now.
Why are 401(k) plans, annuities, and IRAs so popular?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
If you died, what would happen to your email archives, social profiles and online accounts?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.