Helping to build secure financial futures through insurance & investment planning
CA Insurance License #0395508
CA Insurance License #0395508
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.