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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Interest

What's the interest rate on the lease you're considering?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

HOT TOPIC: Looking for a Recovery in Odd Places

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

More Newsletters →