Fikes Financial Group
One Union Square , 10101 Reunion
San Antonio,
TX
78216
Phone:
- 210-384-5344
Fax:
- 210-342-6460
E-mail:
Newsletters
-
Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Lease Payment
How much would your monthly lease payment be?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.