Welcome to Tate Financial Group

Serving the people, families and businesses of 
NorthTexas with a wide range of financial services

 

 

 

  

 

 

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

More Newsletters →