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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
How long does a $20 bill last?
Tax preparation may be the perfect time to give the household budget a check-up.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A look inside the U.S. government's statistics on household net worth.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
Here are five facts about Social Security that might surprise you.
When do you need a will? The answer is easy: right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.