502 S. Koenigheim Suite 3A
San Angelo,
TX
76903
Phone:
- 325.653.5100
Fax:
- 325.486.9225
E-mail:
Newsletters
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
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The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.