502 S. Koenigheim PO Box 61938
San Angelo,
TX
76906
Phone:
- 325.653.5100
Fax:
- 325.486.9225
Newsletters
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Seven Classic Investing Quotes
Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.
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A Map to Guide Your Family
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
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Four Financial Numbers You Should Know
Four financial numbers that you should understand (and that could potentially improve your financial situation).
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.