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Office: (830) 620-0131
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The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Important items to consider when purchasing condo insurance.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Five phases to changing unhealthy behaviors.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are things you can do to keep yourself safe when you lose your wallet.