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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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?