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
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The market is as unpredictable as the weather. We’d love to help you prepare.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Being healthy not only makes you feel good, it may also help you financially.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The tax rules that govern donating art are complex and confusing. Take a closer look.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a quick guide to checking to see if you have unclaimed money.
How do the markets usually react to elections? Was the 2016 election any different?
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.