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.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Tax preparation may be the perfect time to give the household budget a check-up.
Is your estate in order? This short quiz may help you assess your overall strategy.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how to set up your financial goals for success? This knight does.
Learn about what risk tolerance really means in this helpful and insightful video.
When markets shift, experienced investors stick to their strategy.
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.