Welcome to Tate Financial Group

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

 

 

 

  

 

 

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Personal Inflation Rate

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

More Newsletters →