The professionals at WhiteStone Wealth Management Services provides asset management services for individuals, wealthy families, trusts, and foundations throughout Central and South Texas.
At WhiteStone, we strive to address our clients lifetime accumulated assets with various investment strategies that have the clients ultimate goals in mind.We are exclusively an independent firm, which allows us to use an open architecture to keep an eye on each of our clients objectives.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
It's important to make sure your retirement strategy anticipates health-care expenses.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What does your home really cost?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.