Dedicated to your financial well-being...
Founded with one goal in mind... to provide clients a unique and customized experience to help prepare them for a brighter financial future.
Mailing Address:
63 Bovet Road, Ste 313
San Mateo,
CA
94402
Phone:
- 650-344-1160
E-mail:
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Mailing Address:
63 Bovet Road, Ste 313
Phone:
- 650-344-1160
E-mail:
Newsletters
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.