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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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A quick look at how federal income taxes work.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
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.
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.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
There are nearly 1,200 ETFs available. Should you invest in them?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
Are you ready for retirement? Here are five words you should consider.