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School Benefit Services - Sacramento, CA

Financial Guidance for Education Professionals
Specialized Commitment Personalized Guidance

Established

For several decades, we have been serving school districts and education professionals in the greater Sacramento community. 

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Consulting

We help school districts implement and manage 403(b), 457, Section 125 plans, and group and supplemental insurance plans.

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Planning

We provide comprehensive and personalized financial and investment services to education professionals.

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Helpful Content

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How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Social Security Benefits: How Much Will I Receive

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Calculating your potential Social Security benefit is a three-step process.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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