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16118 Via Shavano, Ste 100
San Antonio, TX 78249

Phone:

(210) 888-2820

Fax:

(210) 888-2821

E-mail:

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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