WEALTH MANAGEMENT - TAX - FINANCIAL PLANNING

"Do right. Do your best. Treat others as you want to be treated." - Lou Holtz

        I want to personally thank you for visiting Junker Financial Advisors, LLC.  Since 1979, we have strived to provide our clients with the highest levels of service.  As your business partner, we build a personal relationship with you to help create effective solutions for your business and personal needs.  Our goal is to design estate plans and wealth strategies which allow you to live and retire with independence, dignity, and peace of mind.  

       We want to know you personally so we can understand the best way to serve your needs. Ultimately, we believe our success depends on you. Thank you so much for visiting us.  I look forward to seeing you in the near future.

Rebecca Beard Junker, CPA                     

 

212 Jackson Street - Richmond, Texas - 77469 - 281.342.9476 - 800.300.3061
Calculators

Lease Payment

How much would your monthly lease payment be?

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.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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