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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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Business & Financial Consultants

Mark Monreal & Associates (MM&A) has been been providing a full suite of financial services to business owners for more than 36 years. MM&A provides business owners with commercial loans, insurance, and employee benefits. Based in Austin, TX, we have access to both traditional and non-traditional sources to help our clients grow their businesses. Contact us today for a consultation.

Mark Monreal & Associates is not responsible for the contents of any linked site or any link contained in the linked site, or any changes or updates to such sites. Texas Real Estate Salesperson License Number 0319968. Texas General Lines Insurance Agent Number 744539. NMLS # 1764963.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Loan Payoff

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

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