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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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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.