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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
This worksheet can help you estimate the costs of a four-year college program.
Ascertaining the value of your business is important for a variety of reasons.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Try these activities to keep your brain sharp.
An inside look at how marginal income tax brackets work.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.