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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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Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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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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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Taxable Equivalent Yield

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Goals

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

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