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Plan your future, Live your passion, Find your CORE

301 E. Vanderbilt Way, Suite 230

San Bernardino, CA 92408

Mailing Address:
P.O. Box 10697 San Bernardino, CA 92423-0697

Phone:

(909)382-4545 (888)410-7900

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(909)382-4563

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Financial Calculators

Review interesting calculators

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Will you be able to afford nursing home care?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck