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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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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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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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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Disability Income Insurance

How much Disability Income Insurance do you need?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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