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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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
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Is the Medicare Donut Hole Really Closed?
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.