Strategic Benefits for Today and Tomorrow
Helping Families and Business Owners in Southern California Since 1975 Our Services Are: *Annuities *Life Insurance *Individual and Group Health Insurance *Disability Income Insurance *Long Term Care Insurance *Retirement & Pension Planning
Newsletters
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.