For several decades, we have been serving school districts and education professionals in the greater Sacramento community.Learn More
We help school districts implement and manage 403(b), 457, Section 125 plans, and group and supplemental insurance plans.Learn More
We provide comprehensive and personalized financial planning and investment services to education professionals.Learn More
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Lifestyle considerations in creating your retirement portfolio.
Tips to avoid checking in luggage on your next vacation.
Your credit score may influence how much you pay for auto and home insurance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Don’t overlook the need for renter’s insurance if you rent your home.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, cracking the code on bonds.