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 vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This checklist can give you a quick snapshot of how prepared you are.
Do your insurance needs stay the same when the nest empties?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?
There are a few things to consider when buying or leasing your next vehicle.
Have you found yourself suddenly single? Here are 3 steps to take right now.