Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take some of the mystery out of preparing for your financial future. Whether you are investing for retirement or already retired, our personalized service focuses on your financial goals and objectives.
Our professionals have years of experience in financial services. If you would like an appointment to discuss your situation, please call (707) 435-8400. We look forward to working with you.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Knowing the rules may help you decide when to start benefits.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Making the most of surprises is a great reason to work with us.
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.