Understanding Today’s Financial Environment
Welcome, I’m Tommy Pietsch, a financial planner in Shiner, Texas. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services, actually over 25 years. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (361) 594-2530.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Learn a little about worldwide currency in this fun infographic
There are four very good reasons to start investing. Do you know what they are?
What kind of auto insurance should you have? Do you know?
For some, the social impact of investing is just as important as the return, perhaps more important.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding how a stock works is key to understanding your investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.