Welcome to Tate Financial Group

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

 

 

 

  

 

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

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