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 and investment services to education professionals.Learn More
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A letter of instruction provides additional and more personal information regarding your estate.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
Make your retirement as exciting as your next vacation.
Here is a quick history of the Federal Reserve and an overview of what it does.
Smart investors take the time to separate emotion from fact.