502 S. Koenigheim Suite 3A
San Angelo,
TX
76903
Phone:
- 325.653.5100
Fax:
- 325.486.9225
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Newsletters
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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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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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?