Fresno: 559-431-6565
Modesto: 209-360-2851
Stockton: 209-307-6294

Federal Questions

Feb 8, 2021

Commentary: If you are a Federal civil servant employee and contemplating putting in your retirement papers this year, you may want to verify what your lifetime benefits will be, and how they are calculated. It isn’t just a question of age, which is how most of us...

What does that actually mean?

Feb 1, 2021

Commentary: Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things simple around our office, and go to great lengths to make sure...

Calculators and Calculations

Jan 25, 2021

Commentary: It always seems to be this time of year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought to share with you several customizable calculators that will allow you to run...

One Answer

Jan 18, 2021

Commentary: This week’s article references back to a topic we have been reflecting on over the past few months and that is the understanding that “retirees face a number of challenges to their financial security, including living longer and facing the danger of...

Plan Ahead

Jan 11, 2021

Commentary: When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. However, there is something else that you probably should consider. If you plan on leaving some of your retirement savings to...

Jan 4, 2021

Commentary: This week’s article tells us that retirement planning needs to change in this new year and that “it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment”. The...