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4611 Bee Caves Rd, Suite 305 Austin, TX 78746

Phone:

  • (800) 617-3900

Fax:

  • (512) 687-3099

E-mail:

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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Should You Pay Off Debt or Save for Retirement?

Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

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Newsletters

  • Watch Out for These Financial Pitfalls in the New Year

    Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.

  • Managing Your Workplace Retirement Plan

    This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.

  • Consider Market Caps for Diversification

    2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.

  • Full House: Adult Children Coming Home

    If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.

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Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

More Calculators »

Investment Management and Financial Planning Services offered through Greenbelt Investment Advisors, LLC, a Registered Investment Advisor  *  Investments may lose value, are not guaranteed, and are not FDIC insured  *  More information about Greenbelt, including our Form ADV Part II, can be found at https://adviserinfo.sec.gov/firm/summary/155704.  

Representatives of Greenbelt Investment Advisors, LLC do not offer tax or legal advice.  The firm strongly encourages you to consult with your own accountants or other advisors with respect to any tax or estate questions.  *  The services contained within these web pages may not be available for residents of certain states. Please contact us at (800) 617-3900 for further information.

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