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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Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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Inflation Protection for Investment Dollars
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
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Building Blocks for Financing College with Less Debt
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
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.