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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Knowing the rules may help you decide when to start benefits.
Do you understand these common mobile slang terms?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
One way to find money is to examine your current spending habits and eliminate money wasters.
Term insurance is the simplest form of life insurance. Here's how it works.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How do the markets usually react to elections? Was the 2016 election any different?
For women, retirement strategy is a long race. It’s helpful to know the route.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
When markets shift, experienced investors stick to their strategy.