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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 House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Calculating your potential Social Security benefit is a three-step process.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like the junk in a junk drawer.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.