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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.

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Newsletters

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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