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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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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Rightsizing for Retirement

What does your home really cost?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Saving for College 101

Here’s a crash course on saving for college.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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