Understanding Today’s Financial Environment
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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
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.