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1282 W. Arrow Hwy, Ste. 200
Upland, CA 91786

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(909) 981-4281

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(909) 982-6425

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

November

October

September

August

July

June

  • HOT TOPIC — Wage Growth: Watching for a Tipping Point

    The factors that may be restraining workers’ wages and the economic implications of continued weakness or a sudden surge.

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

  • Beyond Medicare: What Are Your Options?

    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

  • New Tax Breaks for Pass-Through Entities

    The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

May

April

March

February

January

December

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