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1300 Oliver Road
Suite 180
Fairfield, CA 94534

Solano Wealth Management, Inc.

(707) 435-8400

 
Estate Management 101 Social Security: By the Numbers The Facts About Income Tax What Can a Million Dollars Buy You? Retirement Redefined

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.

Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Saving for College 101

Here’s a crash course on saving for college.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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?

The Business Cycle

How will you weather the ups and downs of the business cycle?

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