8620 N New Braunfels Ave
Ste 205
San Antonio, TX 78217-6361

WhiteStone Wealth Management Services

(210) 828-0441

 
Making Your Tax Bracket Work WhiteStone Raise Your Retirement Income

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.

 

Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Do You Owe The AMT?

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.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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