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600 Strada Circle, Ste. 210 Mansfield, TX 76063

Phone:

  • 817.225.2386

Fax:

  • 800.670.4807

E-mail:

  • jpatterson@MomentumIN.com
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Calculators

You can review interesting calculators on my site.

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Contact Us

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Wealth Management Process

 

Newsletters

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

    These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

  • Will You Pay a Medicare Surcharge?

    The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Savings Goals

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

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

More Calculators »

Offering general securities through Momentum Independent Network Inc.   

 

Sample articles and reports are written and prepared by Emerald Publications and are provided for informational purposes only and not intended as a solicitation. 

J.Jarrod Patterson is a registered representative and investment advisor representative of Momentum Independent Network Inc. (MIN), member FINRA/SIPC. MIN is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. This website is only intended for clients and interested investors residing in states in which MIN or its financial advisors are qualified to provide brokerage services or investment advisory services. MIN does not attempt to furnish personalized investment advice or services through this website.

Certain places on this site offer direct access or "links" to other websites that contain information that was created, published, maintained or otherwise posted by institutions or organizations independent of MIN. MIN does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located therein. Visitors to these sites should not use or rely on the information contained therein until after consulting with an independent finance professional. MIN does not necessarily endorse or recommend any commercial product or service described on these independent sites.

 For informational only and is not a recommendation. MIN is a wholly owned subsidiary of Hilltop Holdings, Inc., (NYSE:HTH) with offices at 717 N. Harwood Street, Suite 3400, Dallas, TX 75201, (214) 859-1800. Past performance is no guarantee of future results.

 

HTS has multiple affiliates, including Momentum Independent Network Inc., Hilltop Securities Insurance Agency Inc., HilltopSecurities Asset Management, LLC, PrimeLending, Inc. and PlainsCapital Bank. These companies, along with HTS Inc., are wholly owned subsidiaries of Hilltop Holdings Inc., a financial holding company whose stock is listed on the New York Stock Exchange under the ticker symbol HTH. 

 

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