The Cycle of Investing: Understanding the cycle of investing may help you avoid any pitfalls.
Welcome, my name is Stefany Schade, owner of TorOso Financial Group, a financial services firm, headquartered in Corpus Christi, Texas. We understand that individuals face unique challenges as they begin planning their financial future. There is much to consider, and it’s not always clear where the starting line is located. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for college savings, a new home purchase, life insurance, or retirement, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services and I personally supervise a large group of financial advisors across the nation. We can help you address your financial needs of today and for many years to come. We look forward to working with you through all stages of your life.Services We Offer Meet the Team Contact Us
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The true cost of raising a child may be far more than you expect.
It's important to make sure your retirement strategy anticipates health-care expenses.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How do the markets usually react to elections? Was the 2016 election any different?
Around the country, attitudes about retirement are shifting.
What does your home really cost?
Here are five facts about Social Security that might surprise you.