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.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
An increasing number have been developed to help individuals with their personal finances.
It's important to make sure your retirement strategy anticipates health-care expenses.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Learn a little about worldwide currency in this fun infographic
Your credit score may influence how much you pay for auto and home insurance.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.