Tamez Financial Group, LLC
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Carlos Tamez
Financial Services Professional
Tamez Financial Group, LLC
Contact Us
Welcome to our Web site -- an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. And check back often, because we're constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at ctamez@ft.newyorklife.com, or call us at Carlos Tamez
Financial Services Professional
Tamez Financial Group, LLC
Contact Us
Calculators
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Current Retirement Savings
Are my current retirement savings sufficient?
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Spending Habits
How much am I spending?
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Life Insurance
How much Life Insurance do I need?
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.