Broker Check

Sites Retirement Solutions

(707) 579-4300

How to Retire Early Social Security: By the Numbers Estate Management 101 Rightsizing for Retirement
Agent Photo

Helping Business Owners, Professionals, and Retirees, Navigate the Retirement Maze

Read More


Helpful Content

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos arrow