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November 19, 2008  
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Estate Planning
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Financial Advisor Terms


  > Securities and Exchange Commission
An independent, non-partisan, quasi-judicial regulatory agency with responsibility for administering the federal securities laws.
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  > Gold standard
A monetary system in which currencies are defined in terms of a given weight of gold.
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  > Market
A setting in which buyers and sellers establish prices for identical or very similar products, and exchange goods or services.
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   Welcome to Texas Financial Advisor. com

Mapping out your financial future in Texas can be a tremendous task. There is much to consider regarding budgeting, investing, saving and retiring. For many in Texas, the mere thought of these tasks is overwhelming. At age 50: 75% of the population has less than $5,000 in the bank for retirement. At age 65: 45% of Americans depend on relatives, 30% depend on charities, 23% are still working (usually until they are physically incapable), and only 2% are self-sustaining.

 
Internal Revenue Gross Collection, by St    
 
 
Includes tax payments made to banks under the Federal Tax Deposit system that had not been classified by State as of the end of the fiscal year because they had not yet been applied to taxpayer Also includes credits allowable on income tax returns for certain gasoline, diesel fuel,and special motor fuel tax payments and for excess payments under the Federal Insurance Contributions Act in Texas
Total Internal Estate tax 958,791
Gift tax 147,351
Excise taxes 12,987,394

Source: Tax policy center org
 

Our Texas Financial Advisors can help you prepare your financial future. Perhaps there is a goal that you would like to reach by age 40, 50 or 65. Our Texas Financial Advisors can analyze your situation by researching your financial history combined with your present status and make intelligible recommendations. With the ever-changing regulations concerning Social Security and rises in College Tuition, the time to make a plan is now.

Click here for a financial evaluation.

Texas Financial Advisors are also very knowledgeable in other financial subjects, including:

  • Estate Planning
  • Taxes
  • College Savings Funds
  • Retirement Planning
  • Insurance
  • Annuities
  • IRA's


Contact our Texas Financial Advisors


If you live in the following cities and need a Financial Advisor you should contact our Texas Financial advisor as soon as possible:

  • Alvin
  • Amarillo
  • Arlington
  • Austin
  • Baytown
  • Brownsville
  • Burleson
  • Carrollton
  • College Station
  • Cypress
  • Dallas
  • Del Rio
  • Desoto
  • Eagle Pass
  • Edinburg
  • El Paso
  • Flower Mound
  • Fort Worth
  • Friendswood
  • Garland
  • Grand Prairie
  • Grapevine
  • Harlingen
  • Houston
  • Irving
  • Katy
  • Laredo
  • League City
  • Lewisville
  • Mcallen
  • Mesquite
  • Mission
  • New Braunfels
  • North Richland Hills
  • Palestine
  • Pasadena
  • Pharr
  • Plano
  • Richardson
  • Richmond
  • Round Rock
  • San Antonio
  • San Benito
  • San Marcos
  • Seguin
  • Spring
  • Sugar Land
  • Victoria
  • Weslaco
       
 
Did You Know?    
 
 
Financial advisors are employed in different areas
Approximately 38 percent of personal financial advisors are self-employed, operating small investment advisory firms, usually in urban areas. About 31 percent of personal financial advisors are employed by securities and commodity brokers, exchanges, and

 
 
Texas Audio & Video    
 
  'Girl, Make Your Money Grow!': Tag-Team Financial Advice
AUDIO, RM, 44Kbps, 7:44, 02/18/2004

NPR's Tavis Smiley talks with tag-team financial advisors Glinda Bridgforth and Gail Perry-Mason, about their new book, Girl, Make Your Money Grow!: A Sister's Guide to Protecting Your Future and Enriching Your Life.
Source: NPR
 
 
Texas External Sites    
 
 

OTS APPROVES SOUTHWEST SECURITIES’ PURCHASE OF ARLINGTO
OTS APPROVES SOUTHWEST SECURITIES’ PURCHASE OF ARLINGTON, TEXAS, THRIFT ... Other subsidiaries provide financial advice, trust services and discount
Former Texas Thrift Officials Settle OTS Charges; Hurwi
Former Texas Thrift Officials Settle OTS Charges; Hurwitz Hearing Resumes ... Berner will not be able to provide legal advice on thrift regulatory ma

 
Latest News
  Latest financial advisor news in Texas and nationwide:

Jan 15, 2007 - Investment Decision In A Product
Never invest in a product that you don't fully understand. Consult information sources such as business and financial publ...
Read more >


Jul 07, 2005 - Commission's Complaint Alleged That Todt
The Commission's Complaint alleged that Todt has orchestrated two fraudulent schemes, one of which was ongoing at the time...
Read more >


May 25, 2005 - Financial Advisor Responsible For The Sale Of The Mutual Fund
Our recommendation to the Securities and Exchange Commission that, in addition to providing the shareholder Tax Identifica...
Read more >


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The information provided on Texas Financial Advisor.com is not intended to be financial advice, but merely conveys general information related to financial issues commonly encountered.

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