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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What can be learned from the savings rate?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Without your knowing, your investment portfolio could be off-kilter.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Doing your research is key before buying a vacation home.
Even low inflation rates can pose a threat to investment returns.
For women, retirement strategy is a long race. It’s helpful to know the route.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are three things to consider before dipping into retirement savings to pay for college.