Plan your future, Live your passion, Find your CORE
301 E. Vanderbilt Way, Suite 230
San Bernardino,
CA
92408Mailing Address:
P.O. Box 10697 San Bernardino, CA 92423-0697
Phone:
- (909)382-4545 (888)410-7900
Fax:
- (909)382-4563
E-mail:
Newsletters
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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What the Red-Hot Job Market Means for Workers
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
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HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.