Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—Tate Asset Management can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
In the face of divorce, making changes to insurance coverage may be overlooked.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A few strategies that may help you prepare for the cost of higher education.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The federal government requires deceased individuals to file a final income tax return.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
When you retire, how will you treat your next chapter?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
An amusing and whimsical look at behavioral finance best practices for investors.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
Learn about what risk tolerance really means in this helpful and insightful video.