Creative Financial Solutions Designed Uniquely For You
1478 Stone Point Drive, Suite 390
Roseville,
CA
95661
Phone:
- (916) 462-9001
Fax:
- (844) 295-8527
Newsletters
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Choosing and Using a College Checking Account
Some tips for parents and college students to consider, whether opening a new checking account or using an old one.
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ETFs on the Rise
ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
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New Tax Breaks for Pass-Through Entities
The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.
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Pick Your Plastic: Debit or Credit?
Some pros and cons for the use of credit cards versus debit cards for purchases.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Market Watch
November 15, 2018 @ 03:21 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.3% | |
| Nasdaq Composite ETF | +0.4% | |
| S&P 500 ETF | +0.3% |
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