Understanding Today’s Financial Environment
We are here to help you!
We can help take the mystery out of both your income taxes and your overall financial situation. Whether you goal is saving for retirement, paying for college, or an estate planning strategy, our personalized service focuses on helping you develop your own fnancial roadmap and a plan to take you into retirement.
We look forward to working with you through all stages of your life. Please call our Walnut Creek, California, office at (925) 930-7737 or contact us through the website.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A four-step framework for building a personal legacy.
Five phases to changing unhealthy behaviors.
Lifestyle considerations in creating your retirement portfolio.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Here is a quick history of the Federal Reserve and an overview of what it does.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Are Real Estate Investment Trusts right for your portfolio?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.