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    • About
      • About Cary
    • Services
      • Financial Planning
      • Investment Management
      • Tax Services
    • Process
    • Pricing
    • Contact
    • Log In
      • Vault
      • Investment Portal
      • Schedule Meeting
      • Schwab
      • my529
      • TIAA

    Archives

    Author Archive for: "carycates"
    Home /
    EVALUATING HEALTH INSURANCE OPTIONS
    July 26, 2018

    EVALUATING HEALTH INSURANCE OPTIONS

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    UNT’S “OTHER” RETIREMENT PLANS: TEXA$AVER 457 OR TSA 403(B)
    June 13, 2018

    UNT’S “OTHER” RETIREMENT PLANS: TEXA$AVER 457 OR TSA 403(B)

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    What to Do About Equifax’s Security Breach
    September 25, 2017

    What to Do About Equifax’s Security Breach

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    Is Tax Advice Tax-Deductible?
    September 15, 2017

    Is Tax Advice Tax-Deductible?

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    Contribute to a Roth IRA or Traditional IRA?
    June 21, 2017

    Contribute to a Roth IRA or Traditional IRA?

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    Employer Stock Grants (the Good, the Bad, and the Ugly)
    April 27, 2017

    Employer Stock Grants (the Good, the Bad, and the Ugly)

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    Benefits of Giving Stock to Charity
    March 29, 2017

    Benefits of Giving Stock to Charity

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    Free Notary Public Service
    March 14, 2017

    Free Notary Public Service

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    Open a Roth IRA as Soon as You Can!
    February 22, 2017

    Open a Roth IRA as Soon as You Can!

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    DIVIDENDS VS. CAPITAL GAINS: WHICH WAY TO INVEST?
    January 23, 2017

    DIVIDENDS VS. CAPITAL GAINS: WHICH WAY TO INVEST?

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    CatesFP
    Cates Financial Planning, LLC (“Cates FP”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Cates FP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cates FP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

    © 2019 Cates Financial Planning, LLC


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