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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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What kind of auto insurance should you have? Do you know?
When you’re married and have children, insurance needs will be different.
Read this overview to learn how financial advisors are compensated.
Learn when it may not make sense to file a claim on your home insurance.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.