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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Understanding the value of a home warranty.
Do your insurance needs stay the same when the nest empties?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The true cost of raising a child may be far more than you expect.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
There are three things to consider before dipping into retirement savings to pay for college.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
When you retire, how will you treat your next chapter?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.