Trusted Advisor to Successful
Business Owners and Families
Since 1976
Goldstrand Planning Group, Inc.
2800 W. March Lane, Suite 326
Stockton,
CA
95219-8202
Phone:
- (209) 472-7000
Fax:
- (209) 472-1551
E-mail:
Newsletters
-
How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
-
Uncle Sam Wants to Know About Your Gig Income
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
-
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
-
Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.