502 S. Koenigheim Suite 3A
San Angelo,
TX
76903
Phone:
- 325.653.5100
Fax:
- 325.486.9225
E-mail:
Newsletters
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Lease Payment
How much would your monthly lease payment be?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.