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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Having a set of savings tips to refer to can help make your short-term and long-term financial outlook merry and bright.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
If you didn't show up tomorrow, would your employees be able to go it alone?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Second marriages are a trigger event to revisit any existing estate strategies.
Here are the official tax numbers for 2019.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bucket lists don’t have to be for tomorrow.
The decision whether to buy or rent a home may have long-term implications.
The Why, What and How of Life Insurance