Plan your future, Live your passion, Find your CORE
Mailing Address:
P.O. Box 10697 San Bernardino, CA 92423-0697
Phone:
- (909)382-4545 (888)410-7900
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Newsletters
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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.