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Office: (830) 620-0131
Toll Free: (877) 620-0131
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how a stock works is key to understanding your investments.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
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.