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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Life insurance proceeds are generally tax-free. But not in all cases.
Here’s a guide to explain all the parts of Medicare.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding the value of a home warranty.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.