Trusted Advisor to Successful
Business Owners and Families
Since 1976
Goldstrand Planning Group
2800 W. March Lane, Suite 326
Stockton,
CA
95219-8202
Phone:
- (209) 472-7000
- Toll Free: (800) 507-9911
Fax:
- (209) 472-1551
E-mail:
Newsletters
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Why Small Businesses Should Pay Attention to Accessibility
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
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Donor-Advised Funds Combine Charitable Impact with Tax Benefits
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
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Preparing for a Natural Disaster
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
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HOT TOPIC: Tech Sector Turmoil and the Bear Market
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Accumulation
Estimate the future value of your current savings.