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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Do Your Kids Know The Value of a Silver Spoon
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Knowing the rules may help you decide when to start benefits.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Term insurance is the simplest form of life insurance. Here's how it works.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.