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
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Simple steps may help you foil hackers and protect your privacy.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A letter of instruction provides additional and more personal information regarding your estate.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A bucket plan can help you be better prepared for a comfortable retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate