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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.
Financial Advisor, Mark Cangelose is the Bryan/College Station & Houston SmartVestor Professional. Get Started Today!
Newsletters
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.