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
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Probate can be a completely public process, or it can be managed to include as little information as possible.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
All about how missing the best market days (or the worst!) might affect your portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you have causes that you want to support with donations? Here are three tips.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The decision whether to buy or rent a home may have long-term implications.