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You’re looking for ways to build and secure your wealth and your health so you can enjoy the good life. You want clear answers about retirement issues like the cost of health care in retirement, how to maximize Social Security benefits, ways to invest for growing potential and stability. Your financial advisor will give you those answers. But is your advisor, like me, a nationally recognized retirement expert?
Choosing a knowledgeable, trustworthy advisor you’re comfortable with is crucial to your financial success. I followed my Dad’s footsteps in becoming a San Francisco financial advisor, and since 1990 I’ve been helping families realize their retirement goals. I’ve expanded my knowledge, earning 10 professional credentials, so I can offer you complete answers to all your financial needs, especially how to enjoy a secure and comfortable retirement. There are sensible ways to make this happen. Coming to this website may help you find those ways.
How Income Taxes Work
A quick look at how federal income taxes work.
Rightsizing for Retirement
What does your home really cost?
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
It's important to understand how inflation is reported and how it can affect investments.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Tax preparation may be the perfect time to give the household budget a check-up.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.