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
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
Being healthy not only makes you feel good, it may also help you financially.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Here's a breakdown of how the federal government spends your tax money.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
What does your home really cost?
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a crash course on saving for college.
What are your options for investing in emerging markets?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.