Financial Planning, Investment Management and Corporate Retirement Plans for Business Professionals
For Confidence in Your Future
307 Main Street, Suite 300
Salinas,
CA
93901
Phone:
- (831) 422-4910
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Newsletters
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Reward Workers and Fund Retirement with a Cash Balance Plan
Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
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Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
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Community Property Laws: Yours, Mine, and Ours
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,877.33 | +0.77% |
| Dow Jones Transportation | 10,510.87 | +0.47% |
| Dow Jones Utilities | 791.93 | +0.09% |
| Nasdaq 100 | 7,451.02 | +1.01% |
| NYSE Composite | 12,720.72 | +0.82% |
| AMEX Composite | 2,569.61 | +0.74% |
| PHLX Semiconductor Index | 1,374.21 | +2.13% |
| OSX Oil Service Sector Index | 86.91 | +1.55% |
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