Understanding Today’s Financial Environment
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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.
Helpful Content
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?