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
Fax:
- (909)382-4563
E-mail:
Newsletters
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
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.
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
-
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.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.